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
326
$13.3K ﹤0.01%
28
327
$13.3K ﹤0.01%
481
+3
328
$13.1K ﹤0.01%
91
329
$12.9K ﹤0.01%
+599
330
$12.6K ﹤0.01%
+188
331
$12.6K ﹤0.01%
3
332
$12.6K ﹤0.01%
46
333
$12.4K ﹤0.01%
+234
334
$12.4K ﹤0.01%
93
335
$12.3K ﹤0.01%
+243
336
$12.3K ﹤0.01%
6
337
$12.2K ﹤0.01%
195
338
$11.9K ﹤0.01%
207
339
$11.8K ﹤0.01%
42
340
$11.7K ﹤0.01%
463
-341
341
$11.4K ﹤0.01%
+468
342
$10.8K ﹤0.01%
456
343
$10.7K ﹤0.01%
745
344
$10.7K ﹤0.01%
459
345
$10.7K ﹤0.01%
103
346
$10.6K ﹤0.01%
130
347
$10.5K ﹤0.01%
+192
348
$10.4K ﹤0.01%
147
349
$10.4K ﹤0.01%
250
350
$10.1K ﹤0.01%
28