MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $791M
1-Year Est. Return 10.3%
This Quarter Est. Return
1 Year Est. Return
+10.3%
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 Sells

1 +$8.15M
2 +$4.81M
3 +$3.11M
4
USRT icon
iShares Core US REIT ETF
USRT
+$2.78M
5
SPTS icon
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
101
$211K 0.04%
4,047
+456
102
$206K 0.04%
1,587
103
$205K 0.04%
1,326
-20
104
$197K 0.03%
10,632
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105
$188K 0.03%
1,731
-95
106
$181K 0.03%
10,789
-50
107
$177K 0.03%
3,688
+2
108
$173K 0.03%
4,600
109
$173K 0.03%
662
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110
$165K 0.03%
465
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111
$164K 0.03%
1,400
112
$155K 0.03%
1,300
113
$148K 0.03%
4,664
-1,404
114
$145K 0.03%
880
115
$139K 0.02%
1,405
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116
$138K 0.02%
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117
$138K 0.02%
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118
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801
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119
$131K 0.02%
860
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120
$130K 0.02%
1,000
121
$127K 0.02%
747
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122
$126K 0.02%
900
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123
$121K 0.02%
250
124
$120K 0.02%
228
125
$119K 0.02%
3,807
-1,480