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
176
$50.6K 0.01%
2,333
177
$49.8K 0.01%
136
178
$49.7K 0.01%
1,549
179
$49.6K 0.01%
994
180
$49.2K 0.01%
810
181
$49.2K 0.01%
376
-65
182
$48.1K 0.01%
1,277
183
$47.6K 0.01%
1,004
+2
184
$46.9K 0.01%
188
185
$46.7K 0.01%
219
186
$46.6K 0.01%
804
-75
187
$46.1K 0.01%
4,401
188
$44.1K 0.01%
610
189
$44.1K 0.01%
147
190
$43.9K 0.01%
342
191
$43.8K 0.01%
1,356
-567
192
$43.3K 0.01%
160
-28
193
$42.9K 0.01%
614
+27
194
$42.3K 0.01%
6,216
195
$42.2K 0.01%
13,318
196
$40.4K 0.01%
1,106
197
$39.9K 0.01%
570
198
$39.5K 0.01%
419
-50
199
$39K 0.01%
60
200
$38K 0.01%
400
6 7
8
9 10