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
$707M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.47M
3
+$1.47M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.21M

Top Sells

1
+$1.28M
2
+$816K
3
+$664K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$576K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$497K

Sector Composition

1 Technology 1.45%
2 Financials 0.57%
3 Consumer Discretionary 0.51%
4 Industrials 0.48%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.48K ﹤0.01%
21
502
$2.46K ﹤0.01%
35
503
$2.46K ﹤0.01%
68
504
$2.45K ﹤0.01%
8
505
$2.45K ﹤0.01%
75
506
$2.4K ﹤0.01%
4
507
$2.39K ﹤0.01%
7
508
$2.34K ﹤0.01%
97
509
$2.24K ﹤0.01%
73
510
$2.23K ﹤0.01%
25
511
$2.23K ﹤0.01%
20
512
$2.23K ﹤0.01%
80
513
$2.14K ﹤0.01%
39
514
$2.13K ﹤0.01%
25
515
$2.11K ﹤0.01%
2
516
$2.02K ﹤0.01%
554
517
$1.95K ﹤0.01%
8
518
$1.88K ﹤0.01%
89
519
$1.87K ﹤0.01%
14
520
$1.87K ﹤0.01%
16
521
$1.8K ﹤0.01%
27
522
$1.69K ﹤0.01%
38
523
$1.69K ﹤0.01%
25
524
$1.68K ﹤0.01%
+12
525
$1.67K ﹤0.01%
41
19 20
21
22 23