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
376
$8.23K ﹤0.01%
28
377
$8.19K ﹤0.01%
162
378
$8.19K ﹤0.01%
45
379
$8.07K ﹤0.01%
61
-2
380
$8.02K ﹤0.01%
45
+35
381
$7.86K ﹤0.01%
56
382
$7.76K ﹤0.01%
+50
383
$7.7K ﹤0.01%
233
384
$7.69K ﹤0.01%
+211
385
$7.68K ﹤0.01%
400
386
$7.58K ﹤0.01%
300
387
$7.55K ﹤0.01%
45
388
$7.44K ﹤0.01%
299
389
$7.24K ﹤0.01%
206
390
$7.24K ﹤0.01%
500
391
$7.15K ﹤0.01%
36
392
$7.13K ﹤0.01%
46
393
$7.07K ﹤0.01%
14
394
$7K ﹤0.01%
+254
395
$6.98K ﹤0.01%
583
396
$6.91K ﹤0.01%
78
397
$6.89K ﹤0.01%
16
398
$6.84K ﹤0.01%
25
399
$6.75K ﹤0.01%
1,063
400
$6.67K ﹤0.01%
159
14 15
16
17 18