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
$578M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$13.4M
3
+$11.8M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$11.7M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$5.36M

Top Sells

1
+$8.15M
2
+$4.81M
3
+$3.11M
4
USRT icon
iShares Core US REIT ETF
USRT
+$2.78M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.3M

Sector Composition

1 Technology 1.38%
2 Industrials 0.55%
3 Financials 0.55%
4 Consumer Discretionary 0.53%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$10.8K ﹤0.01%
+88
327
$10.8K ﹤0.01%
+200
328
$10.7K ﹤0.01%
213
-419
329
$10.6K ﹤0.01%
3
330
$10.6K ﹤0.01%
456
-550
331
$10.5K ﹤0.01%
+115
332
$10.5K ﹤0.01%
+106
333
$10.3K ﹤0.01%
168
-87
334
$10.2K ﹤0.01%
130
-20
335
$9.86K ﹤0.01%
745
336
$9.58K ﹤0.01%
184
337
$9.46K ﹤0.01%
207
338
$9.45K ﹤0.01%
42
339
$9.43K ﹤0.01%
6
340
$9.37K ﹤0.01%
250
341
$9.22K ﹤0.01%
+48
342
$9.11K ﹤0.01%
+95
343
$9K ﹤0.01%
315
344
$8.97K ﹤0.01%
828
-9
345
$8.91K ﹤0.01%
103
346
$8.9K ﹤0.01%
78
347
$8.83K ﹤0.01%
43
348
$8.8K ﹤0.01%
19
349
$8.78K ﹤0.01%
147
350
$8.71K ﹤0.01%
+39
12 13
14
15 16