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

Top Buys

1
+$12M
2
+$11.8M
3
+$11.7M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$8.75M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.68M

Top Sells

1
+$3.8M
2
+$1.64M
3
+$1.19M
4
USRT icon
iShares Core US REIT ETF
USRT
+$1.01M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$889K

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
151
$75.7K 0.01%
1,153
152
$75.2K 0.01%
1,674
+1,059
153
$73.8K 0.01%
763
154
$73.2K 0.01%
161
155
$71.8K 0.01%
292
156
$70.5K 0.01%
285
157
$69K 0.01%
1,861
-79
158
$68.8K 0.01%
204
159
$66.5K 0.01%
927
160
$66.4K 0.01%
678
-727
161
$65.6K 0.01%
1,209
162
$65.3K 0.01%
4,692
163
$65K 0.01%
492
164
$64.5K 0.01%
3,000
165
$64.4K 0.01%
253
166
$59.9K 0.01%
637
-9
167
$57.5K 0.01%
1,518
-98
168
$55.7K 0.01%
571
-34
169
$54.7K 0.01%
774
170
$54.3K 0.01%
539
-1
171
$54.3K 0.01%
117
-7
172
$53.8K 0.01%
306
173
$53.5K 0.01%
294
-20
174
$53K 0.01%
598
-30
175
$52.1K 0.01%
1,202
-100
5 6
7
8 9