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
401
$6.2K ﹤0.01%
107
-270
402
$6.05K ﹤0.01%
174
403
$6.03K ﹤0.01%
1,063
404
$5.79K ﹤0.01%
400
405
$5.78K ﹤0.01%
160
406
$5.77K ﹤0.01%
195
407
$5.67K ﹤0.01%
166
408
$5.64K ﹤0.01%
300
-600
409
$5.62K ﹤0.01%
132
+82
410
$5.5K ﹤0.01%
102
-281
411
$5.48K ﹤0.01%
+53
412
$5.47K ﹤0.01%
100
-28
413
$5.46K ﹤0.01%
44
414
$5.38K ﹤0.01%
111
-24
415
$5.28K ﹤0.01%
17
416
$5.25K ﹤0.01%
22
417
$5.15K ﹤0.01%
72
-28
418
$5.07K ﹤0.01%
38
419
$5.07K ﹤0.01%
21
-7
420
$4.99K ﹤0.01%
152
+150
421
$4.99K ﹤0.01%
+65
422
$4.99K ﹤0.01%
36
423
$4.97K ﹤0.01%
387
424
$4.87K ﹤0.01%
20
-7
425
$4.7K ﹤0.01%
+173
15 16
17
18 19