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
426
$5.28K ﹤0.01%
30
427
$5.26K ﹤0.01%
+282
428
$5.15K ﹤0.01%
63
429
$5.14K ﹤0.01%
17
430
$5.09K ﹤0.01%
105
-194
431
$5.04K ﹤0.01%
29
432
$5.03K ﹤0.01%
36
433
$4.93K ﹤0.01%
146
434
$4.9K ﹤0.01%
174
435
$4.8K ﹤0.01%
38
436
$4.75K ﹤0.01%
100
-50
437
$4.72K ﹤0.01%
196
-3
438
$4.68K ﹤0.01%
70
439
$4.68K ﹤0.01%
200
440
$4.66K ﹤0.01%
200
441
$4.66K ﹤0.01%
200
442
$4.65K ﹤0.01%
160
443
$4.57K ﹤0.01%
227
444
$4.56K ﹤0.01%
17
445
$4.52K ﹤0.01%
189
446
$4.4K ﹤0.01%
90
447
$4.36K ﹤0.01%
39
448
$4.35K ﹤0.01%
37
449
$4.34K ﹤0.01%
87
450
$4.19K ﹤0.01%
50
16 17
18
19 20