MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $849M
1-Year Est. Return 9.23%
This Quarter Est. Return
1 Year Est. Return
+9.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$728M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1 +$25.2M
2 +$3.75M
3 +$3.27M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.08M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.34M

Sector Composition

1 Technology 1.41%
2 Financials 0.55%
3 Industrials 0.5%
4 Consumer Discretionary 0.48%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$16.2K ﹤0.01%
33
302
$16K ﹤0.01%
415
303
$15.9K ﹤0.01%
118
304
$15.3K ﹤0.01%
+300
305
$15K ﹤0.01%
27
306
$15K ﹤0.01%
168
307
$14.8K ﹤0.01%
124
308
$14.7K ﹤0.01%
775
309
$14.7K ﹤0.01%
306
310
$14.4K ﹤0.01%
132
311
$14.3K ﹤0.01%
118
312
$14.2K ﹤0.01%
95
313
$14.2K ﹤0.01%
16
314
$14.1K ﹤0.01%
+159
315
$14.1K ﹤0.01%
500
316
$14.1K ﹤0.01%
136
317
$13.9K ﹤0.01%
27
318
$13.9K ﹤0.01%
469
+15
319
$13.9K ﹤0.01%
+550
320
$13.8K ﹤0.01%
28
321
$13.8K ﹤0.01%
1,309
+2
322
$13.7K ﹤0.01%
285
323
$13.7K ﹤0.01%
13
324
$13.4K ﹤0.01%
113
325
$13.3K ﹤0.01%
+529