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MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
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
+$24M
2
+$3.63M
3
+$3.15M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.05M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.3M

Top Sells

1
+$23.1M
2
+$988K
3
+$615K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$500K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$453K

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
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