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
$168M
AUM Growth
-$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$2.83M
3
+$2.56M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.92M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.63M

Top Sells

1
+$7.17M
2
+$2.67M
3
+$2.49M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.25M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.2M

Sector Composition

1 Communication Services 1.22%
2 Financials 1.19%
3 Technology 1.16%
4 Healthcare 1.1%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$27K 0.02%
+832
152
$26K 0.02%
427
153
$26K 0.02%
669
154
$24K 0.01%
1,147
155
$24K 0.01%
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156
$23K 0.01%
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157
$23K 0.01%
348
158
$23K 0.01%
133
159
$22K 0.01%
217
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$22K 0.01%
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161
$22K 0.01%
720
162
$21K 0.01%
530
163
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509
164
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200
165
$21K 0.01%
154
166
$20K 0.01%
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167
$20K 0.01%
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168
$20K 0.01%
878
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169
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75
170
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$18K 0.01%
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$17K 0.01%
342
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