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
476
$3.29K ﹤0.01%
35
477
$3.26K ﹤0.01%
17
-1
478
$3.25K ﹤0.01%
+42
479
$3.23K ﹤0.01%
38
480
$3.23K ﹤0.01%
9
481
$3.22K ﹤0.01%
45
482
$3.16K ﹤0.01%
42
483
$3.15K ﹤0.01%
1
484
$3.03K ﹤0.01%
58
485
$3.02K ﹤0.01%
16
486
$3.01K ﹤0.01%
25
487
$3.01K ﹤0.01%
123
488
$3.01K ﹤0.01%
33
489
$3K ﹤0.01%
14
490
$2.93K ﹤0.01%
21
491
$2.9K ﹤0.01%
23
492
$2.88K ﹤0.01%
50
493
$2.85K ﹤0.01%
2
494
$2.82K ﹤0.01%
22
495
$2.81K ﹤0.01%
77
496
$2.81K ﹤0.01%
27
497
$2.77K ﹤0.01%
362
498
$2.76K ﹤0.01%
23
499
$2.73K ﹤0.01%
155
500
$2.72K ﹤0.01%
22
18 19
20
21 22