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

Top Sells

1
+$24M
2
+$1.03M
3
+$638K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$517K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$467K

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
351
$9.83K ﹤0.01%
280
352
$9.74K ﹤0.01%
+312
353
$9.71K ﹤0.01%
+206
354
$9.68K ﹤0.01%
43
355
$9.64K ﹤0.01%
35
+7
356
$9.64K ﹤0.01%
78
357
$9.54K ﹤0.01%
44
358
$9.5K ﹤0.01%
30
359
$9.45K ﹤0.01%
110
360
$9.39K ﹤0.01%
19
361
$9.27K ﹤0.01%
315
362
$9.2K ﹤0.01%
126
363
$9.17K ﹤0.01%
200
364
$9.03K ﹤0.01%
178
365
$8.98K ﹤0.01%
60
366
$8.86K ﹤0.01%
286
367
$8.85K ﹤0.01%
386
368
$8.66K ﹤0.01%
85
369
$8.63K ﹤0.01%
144
370
$8.63K ﹤0.01%
136
371
$8.44K ﹤0.01%
197
372
$8.43K ﹤0.01%
116
373
$8.41K ﹤0.01%
33
374
$8.29K ﹤0.01%
500
375
$8.27K ﹤0.01%
111
13 14
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