MFT
Moisand Fitzgerald Tamayo Portfolio holdings
AUM
$930M
1-Year Est. Return
18.15%
This Fund
S&P 500
1 Year Est. Return
+18.15%
AUM
$707M
AUM Growth
-$21.1M
(-2.9%)
Holding
640
Top Buys
| 1 | +$1.97M | |
| 2 | +$1.5M | |
| 3 | +$1.49M | |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.41M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.22M |
Top Sells
| 1 | +$1.32M | |
| 2 | +$821K | |
| 3 | +$668K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$579K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$511K |
Sector Composition
| 1 | Technology | 1.45% |
| 2 | Financials | 0.57% |
| 3 | Consumer Discretionary | 0.51% |
| 4 | Industrials | 0.48% |
| 5 | Communication Services | 0.29% |