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
551
$1.37K ﹤0.01%
78
552
$1.34K ﹤0.01%
7
553
$1.31K ﹤0.01%
300
554
$1.31K ﹤0.01%
148
555
$1.31K ﹤0.01%
+36
556
$1.3K ﹤0.01%
25
+16
557
$1.29K ﹤0.01%
132
558
$1.27K ﹤0.01%
8
559
$1.24K ﹤0.01%
14
560
$1.22K ﹤0.01%
78
561
$1.2K ﹤0.01%
50
562
$1.19K ﹤0.01%
100
563
$1.18K ﹤0.01%
62
564
$1.17K ﹤0.01%
49
565
$1.12K ﹤0.01%
100
566
$1.08K ﹤0.01%
+185
567
$1.06K ﹤0.01%
35
568
$1.05K ﹤0.01%
4
569
$1.03K ﹤0.01%
100
570
$978 ﹤0.01%
101
571
$913 ﹤0.01%
39
572
$895 ﹤0.01%
10
573
$863 ﹤0.01%
14
574
$853 ﹤0.01%
+35
575
$782 ﹤0.01%
8
+3
21 22
23
24 25