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
201
$37.5K 0.01%
60
202
$37.1K 0.01%
570
-580
203
$36.8K 0.01%
1,106
+237
204
$35.8K 0.01%
147
205
$35.7K 0.01%
400
206
$34.4K 0.01%
164
207
$33.7K 0.01%
+358
208
$33K 0.01%
1,888
+100
209
$33K 0.01%
1,840
210
$32.2K 0.01%
1,266
+204
211
$31.7K 0.01%
950
212
$31.7K 0.01%
+448
213
$31.7K 0.01%
3,189
214
$31.4K 0.01%
381
215
$31.1K 0.01%
+296
216
$30.9K 0.01%
610
+493
217
$30.4K 0.01%
+646
218
$30.1K 0.01%
2,643
-9
219
$30K 0.01%
+156
220
$29.1K 0.01%
271
-220
221
$29K 0.01%
1,494
222
$28.6K ﹤0.01%
240
223
$28.4K ﹤0.01%
+193
224
$27.9K ﹤0.01%
174
225
$27.9K ﹤0.01%
534
7 8
9
10 11