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
576
$1.19K ﹤0.01%
100
577
$1.11K ﹤0.01%
+24
578
$1.1K ﹤0.01%
35
579
$1.09K ﹤0.01%
50
580
$1.09K ﹤0.01%
400
581
$1.06K ﹤0.01%
4
-5
582
$1.03K ﹤0.01%
25
583
$1.03K ﹤0.01%
34
-415
584
$1.03K ﹤0.01%
300
585
$1.01K ﹤0.01%
+26
586
$1.01K ﹤0.01%
+140
587
$1.01K ﹤0.01%
11
+1
588
$950 ﹤0.01%
+18
589
$944 ﹤0.01%
+42
590
$898 ﹤0.01%
+41
591
$888 ﹤0.01%
62
592
$817 ﹤0.01%
10
593
$800 ﹤0.01%
+17
594
$708 ﹤0.01%
43
+1
595
$658 ﹤0.01%
200
596
$647 ﹤0.01%
21
597
$641 ﹤0.01%
60
598
$631 ﹤0.01%
14
599
$619 ﹤0.01%
+121
600
$568 ﹤0.01%
30
-27
22 23
24
25 26