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
526
$2.15K ﹤0.01%
25
527
$2.12K ﹤0.01%
20
528
$2.08K ﹤0.01%
2
529
$2.06K ﹤0.01%
25
530
$2.03K ﹤0.01%
+554
531
$1.9K ﹤0.01%
30
532
$1.89K ﹤0.01%
14
533
$1.83K ﹤0.01%
41
-56
534
$1.82K ﹤0.01%
81
535
$1.77K ﹤0.01%
75
-158
536
$1.76K ﹤0.01%
49
-474
537
$1.75K ﹤0.01%
27
538
$1.67K ﹤0.01%
40
539
$1.67K ﹤0.01%
+2
540
$1.63K ﹤0.01%
38
541
$1.56K ﹤0.01%
39
542
$1.5K ﹤0.01%
39
543
$1.46K ﹤0.01%
48
544
$1.45K ﹤0.01%
78
545
$1.44K ﹤0.01%
+34
546
$1.41K ﹤0.01%
16
547
$1.41K ﹤0.01%
182
548
$1.41K ﹤0.01%
43
549
$1.39K ﹤0.01%
154
550
$1.38K ﹤0.01%
+28
20 21
22
23 24