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
451
$2.92K ﹤0.01%
362
452
$2.91K ﹤0.01%
21
453
$2.91K ﹤0.01%
164
454
$2.91K ﹤0.01%
50
455
$2.89K ﹤0.01%
78
456
$2.88K ﹤0.01%
27
457
$2.83K ﹤0.01%
7
458
$2.77K ﹤0.01%
45
459
$2.76K ﹤0.01%
42
460
$2.73K ﹤0.01%
25
461
$2.73K ﹤0.01%
10
462
$2.7K ﹤0.01%
14
463
$2.68K ﹤0.01%
27
464
$2.66K ﹤0.01%
81
+5
465
$2.65K ﹤0.01%
33
466
$2.63K ﹤0.01%
39
467
$2.63K ﹤0.01%
38
468
$2.62K ﹤0.01%
105
469
$2.54K ﹤0.01%
14
470
$2.46K ﹤0.01%
2
471
$2.37K ﹤0.01%
8
472
$2.35K ﹤0.01%
21
473
$2.33K ﹤0.01%
20
474
$2.33K ﹤0.01%
22
475
$2.31K ﹤0.01%
22
17 18
19
20 21