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
526
$2.12K ﹤0.01%
63
527
$2.12K ﹤0.01%
148
-84
528
$2.12K ﹤0.01%
21
-16
529
$2.06K ﹤0.01%
104
530
$2.06K ﹤0.01%
22
531
$2.04K ﹤0.01%
40
532
$2.02K ﹤0.01%
2
533
$2.01K ﹤0.01%
132
534
$2K ﹤0.01%
68
535
$1.99K ﹤0.01%
25
536
$1.99K ﹤0.01%
57
537
$1.98K ﹤0.01%
38
538
$1.98K ﹤0.01%
22
-15
539
$1.98K ﹤0.01%
9
540
$1.98K ﹤0.01%
+24
541
$1.98K ﹤0.01%
48
542
$1.94K ﹤0.01%
22
543
$1.93K ﹤0.01%
7
544
$1.92K ﹤0.01%
7
545
$1.91K ﹤0.01%
76
546
$1.9K ﹤0.01%
8
547
$1.89K ﹤0.01%
38
548
$1.89K ﹤0.01%
14
549
$1.88K ﹤0.01%
40
550
$1.88K ﹤0.01%
16
20 21
22
23 24