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
401
$4.25K ﹤0.01%
189
-186
402
$4.23K ﹤0.01%
123
403
$4.22K ﹤0.01%
14
404
$4.11K ﹤0.01%
71
405
$4.09K ﹤0.01%
36
406
$4.09K ﹤0.01%
87
407
$4.08K ﹤0.01%
65
408
$4.04K ﹤0.01%
174
409
$4.03K ﹤0.01%
89
410
$4.03K ﹤0.01%
200
411
$3.88K ﹤0.01%
100
412
$3.82K ﹤0.01%
78
413
$3.81K ﹤0.01%
37
414
$3.8K ﹤0.01%
63
415
$3.71K ﹤0.01%
28
416
$3.69K ﹤0.01%
22
417
$3.66K ﹤0.01%
50
418
$3.63K ﹤0.01%
25
419
$3.6K ﹤0.01%
16
-10
420
$3.58K ﹤0.01%
70
421
$3.54K ﹤0.01%
24
422
$3.51K ﹤0.01%
90
423
$3.5K ﹤0.01%
18
+1
424
$3.49K ﹤0.01%
5
425
$3.46K ﹤0.01%
39
15 16
17
18 19