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 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
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
151
$73K 0.01%
161
-3
152
$72.4K 0.01%
4,692
153
$71.7K 0.01%
292
-15
154
$70.1K 0.01%
646
-291
155
$69.5K 0.01%
285
156
$67.6K 0.01%
3,000
157
$67.3K 0.01%
1,940
-54
158
$66.1K 0.01%
800
159
$65K 0.01%
927
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160
$62K 0.01%
1,209
-823
161
$61.8K 0.01%
204
162
$60.9K 0.01%
2,333
163
$57.4K 0.01%
628
164
$57.1K 0.01%
1,302
+100
165
$56.5K 0.01%
1,006
166
$56.3K 0.01%
253
-16
167
$55.2K 0.01%
441
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168
$54.4K 0.01%
1,616
-1,512
169
$53.7K 0.01%
492
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170
$50.9K 0.01%
124
171
$50.9K 0.01%
605
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172
$50.2K 0.01%
994
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173
$49.9K 0.01%
774
174
$49.9K 0.01%
648
175
$49.4K 0.01%
159
-86
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