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
476
$3.1K ﹤0.01%
16
-11
477
$3.05K ﹤0.01%
78
-45
478
$3.04K ﹤0.01%
14
479
$3.03K ﹤0.01%
362
480
$3.02K ﹤0.01%
155
-69
481
$2.98K ﹤0.01%
14
482
$2.98K ﹤0.01%
37
-15
483
$2.95K ﹤0.01%
+119
484
$2.93K ﹤0.01%
23
485
$2.92K ﹤0.01%
27
486
$2.91K ﹤0.01%
45
487
$2.91K ﹤0.01%
5
488
$2.89K ﹤0.01%
56
+21
489
$2.86K ﹤0.01%
+82
490
$2.84K ﹤0.01%
+22
491
$2.84K ﹤0.01%
78
492
$2.84K ﹤0.01%
39
493
$2.82K ﹤0.01%
+72
494
$2.79K ﹤0.01%
7
495
$2.79K ﹤0.01%
164
-91
496
$2.79K ﹤0.01%
16
497
$2.78K ﹤0.01%
58
-468
498
$2.76K ﹤0.01%
23
499
$2.74K ﹤0.01%
21
500
$2.72K ﹤0.01%
84
-42
18 19
20
21 22