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
$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
State Street 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
176
$49.2K 0.01%
540
-15
177
$48.7K 0.01%
314
178
$48.1K 0.01%
+1,045
179
$47.3K 0.01%
610
-100
180
$47.1K 0.01%
188
181
$46.1K 0.01%
1,002
+152
182
$45.9K 0.01%
653
+460
183
$45.6K 0.01%
290
-58
184
$45.6K 0.01%
4,401
185
$45.2K 0.01%
1,277
186
$43.9K 0.01%
715
-76
187
$43.7K 0.01%
469
188
$43.5K 0.01%
188
-24
189
$43.3K 0.01%
879
-28
190
$42.8K 0.01%
1,064
+190
191
$42.2K 0.01%
6,216
192
$40.5K 0.01%
+786
193
$40.2K 0.01%
136
194
$39.4K 0.01%
810
195
$39.4K 0.01%
1,923
196
$39.2K 0.01%
219
197
$38.1K 0.01%
342
-264
198
$38.1K 0.01%
13,318
+152
199
$38K 0.01%
+347
200
$38K 0.01%
587
+543
6 7
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