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
376
$5.52K ﹤0.01%
106
377
$5.25K ﹤0.01%
184
-88
378
$5.21K ﹤0.01%
15
379
$5.21K ﹤0.01%
20
380
$5.19K ﹤0.01%
22
381
$5.11K ﹤0.01%
292
382
$5.11K ﹤0.01%
31
383
$5.09K ﹤0.01%
72
384
$5.09K ﹤0.01%
227
385
$4.95K ﹤0.01%
17
386
$4.95K ﹤0.01%
38
387
$4.87K ﹤0.01%
97
388
$4.84K ﹤0.01%
34
389
$4.8K ﹤0.01%
17
-10
390
$4.72K ﹤0.01%
42
391
$4.71K ﹤0.01%
111
392
$4.68K ﹤0.01%
200
393
$4.66K ﹤0.01%
200
394
$4.65K ﹤0.01%
154
395
$4.64K ﹤0.01%
33
396
$4.6K ﹤0.01%
300
397
$4.47K ﹤0.01%
30
398
$4.36K ﹤0.01%
100
399
$4.35K ﹤0.01%
60
400
$4.25K ﹤0.01%
77
14 15
16
17 18