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
501
$2.7K ﹤0.01%
11
502
$2.68K ﹤0.01%
105
503
$2.64K ﹤0.01%
7
504
$2.63K ﹤0.01%
7
505
$2.6K ﹤0.01%
57
506
$2.59K ﹤0.01%
23
507
$2.56K ﹤0.01%
+73
508
$2.53K ﹤0.01%
+51
509
$2.52K ﹤0.01%
39
510
$2.5K ﹤0.01%
10
511
$2.41K ﹤0.01%
22
512
$2.41K ﹤0.01%
68
513
$2.41K ﹤0.01%
16
514
$2.35K ﹤0.01%
25
515
$2.33K ﹤0.01%
4
516
$2.32K ﹤0.01%
21
517
$2.32K ﹤0.01%
8
518
$2.32K ﹤0.01%
8
519
$2.32K ﹤0.01%
200
520
$2.29K ﹤0.01%
75
521
$2.28K ﹤0.01%
97
522
$2.23K ﹤0.01%
80
523
$2.23K ﹤0.01%
28
524
$2.19K ﹤0.01%
35
525
$2.18K ﹤0.01%
40
19 20
21
22 23