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
476
$2.56K ﹤0.01%
2
477
$2.53K ﹤0.01%
16
478
$2.52K ﹤0.01%
+37
479
$2.5K ﹤0.01%
23
480
$2.49K ﹤0.01%
10
481
$2.46K ﹤0.01%
+27
482
$2.42K ﹤0.01%
57
483
$2.35K ﹤0.01%
53
-21
484
$2.34K ﹤0.01%
200
485
$2.29K ﹤0.01%
22
486
$2.29K ﹤0.01%
28
487
$2.27K ﹤0.01%
27
488
$2.26K ﹤0.01%
+48
489
$2.25K ﹤0.01%
+70
490
$2.22K ﹤0.01%
+10
491
$2.22K ﹤0.01%
35
492
$2.2K ﹤0.01%
25
493
$2.2K ﹤0.01%
8
494
$2.15K ﹤0.01%
7
495
$2.15K ﹤0.01%
39
496
$2.1K ﹤0.01%
25
497
$2.1K ﹤0.01%
68
498
$2.09K ﹤0.01%
8
499
$2.06K ﹤0.01%
21
500
$2.06K ﹤0.01%
22
18 19
20
21 22