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
$654M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.8M
3
+$11.7M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$8.75M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.68M

Top Sells

1
+$3.8M
2
+$1.64M
3
+$1.19M
4
USRT icon
iShares Core US REIT ETF
USRT
+$1.01M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$889K

Sector Composition

1 Technology 1.32%
2 Financials 0.51%
3 Industrials 0.49%
4 Consumer Discretionary 0.49%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8.71K ﹤0.01%
159
-25
327
$8.63K ﹤0.01%
386
328
$8.39K ﹤0.01%
30
-35
329
$8.38K ﹤0.01%
105
330
$8.37K ﹤0.01%
400
331
$8.35K ﹤0.01%
286
332
$8.22K ﹤0.01%
200
333
$7.97K ﹤0.01%
500
334
$7.95K ﹤0.01%
126
335
$7.92K ﹤0.01%
144
336
$7.9K ﹤0.01%
63
-1
337
$7.9K ﹤0.01%
36
338
$7.89K ﹤0.01%
45
339
$7.87K ﹤0.01%
116
340
$7.7K ﹤0.01%
280
341
$7.64K ﹤0.01%
85
342
$7.56K ﹤0.01%
14
343
$7.51K ﹤0.01%
150
-140
344
$7.5K ﹤0.01%
162
345
$7.49K ﹤0.01%
28
346
$7.48K ﹤0.01%
78
347
$7.36K ﹤0.01%
136
348
$7.34K ﹤0.01%
56
349
$7.33K ﹤0.01%
197
350
$7.3K ﹤0.01%
46
12 13
14
15 16