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
$168M
AUM Growth
-$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$2.83M
3
+$2.56M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.92M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.63M

Top Sells

1
+$7.17M
2
+$2.67M
3
+$2.49M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.25M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.2M

Sector Composition

1 Communication Services 1.22%
2 Financials 1.19%
3 Technology 1.16%
4 Healthcare 1.1%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$13K 0.01%
210
202
$12K 0.01%
346
-90
203
$12K 0.01%
207
204
$12K 0.01%
183
205
$11K 0.01%
280
-4
206
$11K 0.01%
143
207
$11K 0.01%
49
+25
208
$10K 0.01%
238
209
$10K 0.01%
+133
210
$10K 0.01%
200
211
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+200
212
$10K 0.01%
166
213
$10K 0.01%
60
214
$9K 0.01%
200
215
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+50
216
$9K 0.01%
+285
217
$9K 0.01%
80
218
$9K 0.01%
+200
219
$8K ﹤0.01%
300
220
$8K ﹤0.01%
51
221
$8K ﹤0.01%
+52
222
$8K ﹤0.01%
512
+500
223
$8K ﹤0.01%
100
224
$8K ﹤0.01%
+200
225
$8K ﹤0.01%
300
7 8
9
10 11