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
451
$3.94K ﹤0.01%
77
452
$3.93K ﹤0.01%
63
453
$3.89K ﹤0.01%
71
-575
454
$3.86K ﹤0.01%
30
-25
455
$3.8K ﹤0.01%
60
456
$3.76K ﹤0.01%
28
457
$3.7K ﹤0.01%
87
458
$3.68K ﹤0.01%
14
-370
459
$3.53K ﹤0.01%
60
460
$3.51K ﹤0.01%
25
461
$3.45K ﹤0.01%
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462
$3.43K ﹤0.01%
55
-73
463
$3.38K ﹤0.01%
+61
464
$3.34K ﹤0.01%
58
-28
465
$3.34K ﹤0.01%
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466
$3.33K ﹤0.01%
22
467
$3.26K ﹤0.01%
+81
468
$3.25K ﹤0.01%
90
469
$3.25K ﹤0.01%
52
-15
470
$3.21K ﹤0.01%
39
-23
471
$3.18K ﹤0.01%
70
472
$3.17K ﹤0.01%
17
-6
473
$3.13K ﹤0.01%
80
474
$3.12K ﹤0.01%
42
475
$3.11K ﹤0.01%
+12
17 18
19
20 21