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
476
$2.27K ﹤0.01%
40
477
$2.24K ﹤0.01%
4
478
$2.23K ﹤0.01%
7
479
$2.22K ﹤0.01%
57
480
$2.22K ﹤0.01%
28
481
$2.21K ﹤0.01%
35
-21
482
$2.18K ﹤0.01%
75
483
$2.09K ﹤0.01%
68
484
$2.08K ﹤0.01%
39
485
$2.08K ﹤0.01%
25
486
$2.07K ﹤0.01%
9
487
$2.06K ﹤0.01%
22
488
$2.04K ﹤0.01%
2
489
$2.03K ﹤0.01%
148
490
$1.96K ﹤0.01%
25
491
$1.95K ﹤0.01%
104
492
$1.89K ﹤0.01%
25
493
$1.88K ﹤0.01%
80
494
$1.83K ﹤0.01%
8
495
$1.79K ﹤0.01%
7
496
$1.75K ﹤0.01%
16
497
$1.75K ﹤0.01%
40
498
$1.73K ﹤0.01%
14
499
$1.73K ﹤0.01%
38
500
$1.69K ﹤0.01%
39
18 19
20
21 22