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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
$654M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.7M
3
+$11M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$8.76M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.53M

Top Sells

1
+$3.62M
2
+$1.65M
3
+$1.11M
4
USRT icon
iShares Core US REIT ETF
USRT
+$997K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$846K

Sector Composition

1 Technology 1.32%
2 Financials 0.51%
3 Industrials 0.49%
4 Consumer Discretionary 0.49%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
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652
– –
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653
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-3
654
– –
-88
655
– –
-100
656
– –
-234
657
– –
-1
658
– –
-43
659
– –
-152
660
– –
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661
– –
-12
662
– –
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663
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