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
426
$4.7K ﹤0.01%
65
427
$4.68K ﹤0.01%
106
428
$4.68K ﹤0.01%
15
429
$4.64K ﹤0.01%
200
430
$4.64K ﹤0.01%
46
431
$4.63K ﹤0.01%
154
432
$4.62K ﹤0.01%
200
433
$4.6K ﹤0.01%
42
434
$4.57K ﹤0.01%
174
+2
435
$4.55K ﹤0.01%
26
436
$4.47K ﹤0.01%
89
437
$4.47K ﹤0.01%
292
-1,527
438
$4.45K ﹤0.01%
234
+3
439
$4.45K ﹤0.01%
+132
440
$4.41K ﹤0.01%
123
441
$4.39K ﹤0.01%
97
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442
$4.27K ﹤0.01%
227
443
$4.23K ﹤0.01%
31
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444
$4.09K ﹤0.01%
34
445
$4.05K ﹤0.01%
50
446
$4.03K ﹤0.01%
100
-252
447
$4.03K ﹤0.01%
33
-13
448
$4.02K ﹤0.01%
52
+3
449
$3.96K ﹤0.01%
36
-88
450
$3.94K ﹤0.01%
93
-30
16 17
18
19 20