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
$355M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$10.4M
3
+$6M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.01M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.01M

Top Sells

1
+$6.16M
2
+$3.5M
3
+$3.38M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.58M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.44M

Sector Composition

1 Technology 1.03%
2 Industrials 0.98%
3 Consumer Discretionary 0.77%
4 Financials 0.63%
5 Utilities 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15K ﹤0.01%
250
227
$15K ﹤0.01%
300
228
$15K ﹤0.01%
357
+8
229
$15K ﹤0.01%
234
+83
230
$15K ﹤0.01%
155
231
$15K ﹤0.01%
210
232
$15K ﹤0.01%
445
233
$15K ﹤0.01%
110
234
$14K ﹤0.01%
238
235
$14K ﹤0.01%
250
236
$14K ﹤0.01%
75
237
$14K ﹤0.01%
200
238
$14K ﹤0.01%
116
239
$13K ﹤0.01%
110
+5
240
$13K ﹤0.01%
200
241
$13K ﹤0.01%
707
242
$13K ﹤0.01%
272
243
$13K ﹤0.01%
200
244
$12K ﹤0.01%
87
245
$12K ﹤0.01%
144
+1
246
$11K ﹤0.01%
51
-351
247
$11K ﹤0.01%
123
248
$11K ﹤0.01%
62
249
$11K ﹤0.01%
50
-400
250
$11K ﹤0.01%
23
-22
8 9
10
11 12