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
$707M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.47M
3
+$1.47M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.21M

Top Sells

1
+$1.28M
2
+$816K
3
+$664K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$576K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$497K

Sector Composition

1 Technology 1.45%
2 Financials 0.57%
3 Consumer Discretionary 0.51%
4 Industrials 0.48%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.58K ﹤0.01%
+25
452
$3.55K ﹤0.01%
87
-18
453
$3.52K ﹤0.01%
45
454
$3.5K ﹤0.01%
164
455
$3.49K ﹤0.01%
33
456
$3.45K ﹤0.01%
55
457
$3.38K ﹤0.01%
362
458
$3.33K ﹤0.01%
22
459
$3.31K ﹤0.01%
33
460
$3.31K ﹤0.01%
87
461
$3.31K ﹤0.01%
23
462
$3.3K ﹤0.01%
58
463
$3.28K ﹤0.01%
65
464
$3.2K ﹤0.01%
1
465
$3.19K ﹤0.01%
69
-935
466
$3.19K ﹤0.01%
52
467
$3.18K ﹤0.01%
9
468
$3.17K ﹤0.01%
34
469
$3.08K ﹤0.01%
57
470
$3.05K ﹤0.01%
58
471
$3.04K ﹤0.01%
25
472
$3.02K ﹤0.01%
50
473
$3K ﹤0.01%
10
474
$2.95K ﹤0.01%
+35
475
$2.93K ﹤0.01%
14
17 18
19
20 21