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
351
$8.66K ﹤0.01%
386
352
$8.65K ﹤0.01%
110
353
$8.38K ﹤0.01%
28
354
$8.34K ﹤0.01%
44
-5
355
$8.29K ﹤0.01%
105
356
$8.08K ﹤0.01%
8,850
357
$8.04K ﹤0.01%
200
358
$8.04K ﹤0.01%
144
359
$8.03K ﹤0.01%
+280
360
$8.02K ﹤0.01%
400
361
$7.91K ﹤0.01%
113
362
$7.87K ﹤0.01%
60
363
$7.81K ﹤0.01%
280
364
$7.81K ﹤0.01%
136
365
$7.77K ﹤0.01%
14
366
$7.77K ﹤0.01%
85
367
$7.74K ﹤0.01%
+375
368
$7.68K ﹤0.01%
+286
369
$7.53K ﹤0.01%
116
370
$7.53K ﹤0.01%
272
+184
371
$7.44K ﹤0.01%
64
-47
372
$7.43K ﹤0.01%
500
373
$7.4K ﹤0.01%
45
374
$7.33K ﹤0.01%
126
375
$7.3K ﹤0.01%
36
13 14
15
16 17