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
201
$37.2K 0.01%
556
-159
202
$35.5K 0.01%
1,840
203
$33.8K 0.01%
293
-3
204
$33.7K 0.01%
164
205
$32.7K 0.01%
381
206
$31.4K ﹤0.01%
1,494
207
$30.5K ﹤0.01%
950
208
$30.2K ﹤0.01%
1,304
209
$28.8K ﹤0.01%
92
210
$28.5K ﹤0.01%
534
211
$28.4K ﹤0.01%
174
212
$28.2K ﹤0.01%
190
-100
213
$27.4K ﹤0.01%
102
214
$27.1K ﹤0.01%
74
215
$25.9K ﹤0.01%
550
216
$25.8K ﹤0.01%
616
217
$25.8K ﹤0.01%
58
218
$25.4K ﹤0.01%
64
219
$25.4K ﹤0.01%
185
220
$25.4K ﹤0.01%
49
221
$25.3K ﹤0.01%
240
222
$25.2K ﹤0.01%
100
223
$25.1K ﹤0.01%
60
-1
224
$24.9K ﹤0.01%
493
-25
225
$24.8K ﹤0.01%
334
-319
7 8
9
10 11