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
376
$7.25K ﹤0.01%
340
377
$7.18K ﹤0.01%
88
+48
378
$7.16K ﹤0.01%
233
379
$7.09K ﹤0.01%
455
+3
380
$7.08K ﹤0.01%
+64
381
$7.08K ﹤0.01%
162
-106
382
$7.07K ﹤0.01%
199
383
$7.01K ﹤0.01%
27
+10
384
$6.99K ﹤0.01%
35
385
$6.99K ﹤0.01%
500
386
$6.92K ﹤0.01%
28
-15
387
$6.89K ﹤0.01%
19
388
$6.83K ﹤0.01%
300
389
$6.79K ﹤0.01%
197
390
$6.79K ﹤0.01%
111
-79
391
$6.69K ﹤0.01%
206
392
$6.56K ﹤0.01%
69
393
$6.53K ﹤0.01%
+45
394
$6.42K ﹤0.01%
200
+1
395
$6.41K ﹤0.01%
583
396
$6.36K ﹤0.01%
299
397
$6.29K ﹤0.01%
56
398
$6.27K ﹤0.01%
78
399
$6.25K ﹤0.01%
27
400
$6.23K ﹤0.01%
146
14 15
16
17 18