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
$728M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$3.75M
3
+$3.27M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.08M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.34M

Top Sells

1
+$24M
2
+$1.03M
3
+$638K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$517K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$467K

Sector Composition

1 Technology 1.41%
2 Financials 0.55%
3 Industrials 0.5%
4 Consumer Discretionary 0.48%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$58.1K 0.01%
294
177
$57.7K 0.01%
1,549
178
$57.4K 0.01%
3,000
179
$57.1K 0.01%
147
180
$56.8K 0.01%
469
181
$56.7K 0.01%
1,066
+72
182
$56.5K 0.01%
774
183
$56.4K 0.01%
1,422
-99
184
$55.9K 0.01%
492
185
$55.8K 0.01%
117
186
$55.6K 0.01%
617
-310
187
$54.5K 0.01%
965
+161
188
$54.2K 0.01%
498
-41
189
$53.2K 0.01%
136
190
$52.4K 0.01%
376
191
$52.3K 0.01%
1,004
192
$52.3K 0.01%
188
193
$50.6K 0.01%
210
-75
194
$49.9K 0.01%
676
+51
195
$49.4K 0.01%
560
+298
196
$48.9K 0.01%
4,401
197
$48.8K 0.01%
586
-2,288
198
$48.5K 0.01%
622
+130
199
$48.2K 0.01%
+505
200
$47.5K 0.01%
469
-82
6 7
8
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