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
426
$3.45K ﹤0.01%
150
-875
427
$3.44K ﹤0.01%
58
428
$3.42K ﹤0.01%
14
429
$3.41K ﹤0.01%
55
430
$3.41K ﹤0.01%
23
431
$3.38K ﹤0.01%
63
432
$3.38K ﹤0.01%
80
433
$3.35K ﹤0.01%
58
434
$3.34K ﹤0.01%
10
435
$3.33K ﹤0.01%
39
436
$3.3K ﹤0.01%
42
437
$3.29K ﹤0.01%
74
-19
438
$3.24K ﹤0.01%
84
439
$3.23K ﹤0.01%
40
-48
440
$3.23K ﹤0.01%
23
441
$3.23K ﹤0.01%
+20
442
$3.21K ﹤0.01%
155
443
$3.18K ﹤0.01%
35
-17
444
$3.17K ﹤0.01%
16
445
$3.15K ﹤0.01%
1
446
$3.15K ﹤0.01%
12
447
$3.13K ﹤0.01%
23
448
$3.11K ﹤0.01%
52
449
$3.08K ﹤0.01%
16
450
$3.08K ﹤0.01%
23
16 17
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19 20