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
551
$1.87K ﹤0.01%
8
552
$1.86K ﹤0.01%
39
553
$1.86K ﹤0.01%
80
554
$1.86K ﹤0.01%
81
555
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100
556
$1.73K ﹤0.01%
25
557
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25
558
$1.66K ﹤0.01%
2
559
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97
560
$1.64K ﹤0.01%
41
561
$1.57K ﹤0.01%
30
562
$1.55K ﹤0.01%
154
563
$1.52K ﹤0.01%
7
564
$1.46K ﹤0.01%
21
-34
565
$1.45K ﹤0.01%
78
566
$1.43K ﹤0.01%
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-442
567
$1.43K ﹤0.01%
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568
$1.39K ﹤0.01%
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569
$1.38K ﹤0.01%
50
570
$1.38K ﹤0.01%
78
-102
571
$1.35K ﹤0.01%
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-147
572
$1.33K ﹤0.01%
75
573
$1.25K ﹤0.01%
49
574
$1.24K ﹤0.01%
43
575
$1.19K ﹤0.01%
8
21 22
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24 25