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
451
$4.12K ﹤0.01%
292
452
$4.11K ﹤0.01%
36
453
$4.07K ﹤0.01%
10
454
$3.91K ﹤0.01%
22
455
$3.88K ﹤0.01%
65
456
$3.88K ﹤0.01%
71
457
$3.85K ﹤0.01%
31
458
$3.83K ﹤0.01%
+109
459
$3.82K ﹤0.01%
80
460
$3.81K ﹤0.01%
39
461
$3.79K ﹤0.01%
97
462
$3.78K ﹤0.01%
89
463
$3.77K ﹤0.01%
+75
464
$3.69K ﹤0.01%
34
465
$3.62K ﹤0.01%
55
466
$3.61K ﹤0.01%
+21
467
$3.6K ﹤0.01%
78
468
$3.55K ﹤0.01%
14
469
$3.52K ﹤0.01%
27
470
$3.41K ﹤0.01%
58
471
$3.4K ﹤0.01%
52
472
$3.36K ﹤0.01%
63
473
$3.36K ﹤0.01%
164
474
$3.33K ﹤0.01%
33
475
$3.31K ﹤0.01%
22
17 18
19
20 21