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
351
$7.06K ﹤0.01%
69
352
$7.02K ﹤0.01%
45
353
$7.01K ﹤0.01%
500
354
$7.01K ﹤0.01%
111
355
$7K ﹤0.01%
299
356
$6.97K ﹤0.01%
35
357
$6.92K ﹤0.01%
199
358
$6.83K ﹤0.01%
27
359
$6.77K ﹤0.01%
206
360
$6.67K ﹤0.01%
146
361
$6.6K ﹤0.01%
19
362
$6.59K ﹤0.01%
300
363
$6.45K ﹤0.01%
583
364
$6.45K ﹤0.01%
107
365
$6.31K ﹤0.01%
160
366
$6.3K ﹤0.01%
1,063
367
$6.25K ﹤0.01%
174
368
$6.1K ﹤0.01%
44
369
$5.98K ﹤0.01%
102
370
$5.82K ﹤0.01%
400
371
$5.78K ﹤0.01%
21
372
$5.66K ﹤0.01%
195
373
$5.6K ﹤0.01%
16
374
$5.58K ﹤0.01%
36
375
$5.56K ﹤0.01%
166
13 14
15
16 17