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
$668M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$4.42M
3
+$4.4M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.35M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.95M

Top Sells

1
+$20M
2
+$1.29M
3
+$836K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$780K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$618K

Sector Composition

1 Technology 1.5%
2 Industrials 0.49%
3 Financials 0.48%
4 Consumer Discretionary 0.47%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.96K ﹤0.01%
1
452
$2.95K ﹤0.01%
16
453
$2.94K ﹤0.01%
89
454
$2.92K ﹤0.01%
14
455
$2.9K ﹤0.01%
58
456
$2.89K ﹤0.01%
63
457
$2.88K ﹤0.01%
+28
458
$2.87K ﹤0.01%
11
-5
459
$2.87K ﹤0.01%
9
460
$2.85K ﹤0.01%
77
461
$2.83K ﹤0.01%
22
462
$2.82K ﹤0.01%
27
-1
463
$2.82K ﹤0.01%
14
464
$2.81K ﹤0.01%
25
465
$2.79K ﹤0.01%
155
466
$2.79K ﹤0.01%
42
467
$2.78K ﹤0.01%
21
468
$2.75K ﹤0.01%
45
469
$2.73K ﹤0.01%
35
470
$2.7K ﹤0.01%
20
471
$2.69K ﹤0.01%
33
472
$2.67K ﹤0.01%
7
473
$2.64K ﹤0.01%
84
474
$2.6K ﹤0.01%
105
475
$2.6K ﹤0.01%
27
17 18
19
20 21