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
501
$1.65K ﹤0.01%
97
502
$1.64K ﹤0.01%
81
503
$1.62K ﹤0.01%
41
504
$1.6K ﹤0.01%
100
505
$1.56K ﹤0.01%
8
506
$1.42K ﹤0.01%
30
507
$1.4K ﹤0.01%
154
508
$1.4K ﹤0.01%
100
509
$1.37K ﹤0.01%
49
510
$1.36K ﹤0.01%
78
511
$1.33K ﹤0.01%
78
512
$1.26K ﹤0.01%
48
513
$1.19K ﹤0.01%
50
514
$1.16K ﹤0.01%
182
515
$1.16K ﹤0.01%
62
516
$1.14K ﹤0.01%
101
517
$1.1K ﹤0.01%
4
518
$1.1K ﹤0.01%
35
519
$1.09K ﹤0.01%
100
520
$1.06K ﹤0.01%
300
521
$1.06K ﹤0.01%
200
522
$1.06K ﹤0.01%
43
523
$1.04K ﹤0.01%
121
524
$973 ﹤0.01%
75
525
$854 ﹤0.01%
10
19 20
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