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
501
$2.72K ﹤0.01%
23
502
$2.71K ﹤0.01%
10
503
$2.7K ﹤0.01%
12
504
$2.65K ﹤0.01%
42
505
$2.63K ﹤0.01%
105
506
$2.59K ﹤0.01%
30
+12
507
$2.59K ﹤0.01%
1
508
$2.58K ﹤0.01%
+15
509
$2.55K ﹤0.01%
75
510
$2.55K ﹤0.01%
200
+100
511
$2.51K ﹤0.01%
25
512
$2.44K ﹤0.01%
39
513
$2.44K ﹤0.01%
20
514
$2.42K ﹤0.01%
27
-234
515
$2.4K ﹤0.01%
14
516
$2.39K ﹤0.01%
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517
$2.35K ﹤0.01%
100
518
$2.32K ﹤0.01%
33
-558
519
$2.31K ﹤0.01%
8
520
$2.29K ﹤0.01%
50
521
$2.27K ﹤0.01%
10
522
$2.26K ﹤0.01%
4
-3
523
$2.25K ﹤0.01%
55
524
$2.25K ﹤0.01%
28
525
$2.18K ﹤0.01%
+45
19 20
21
22 23