MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $791M
1-Year Est. Return 10.3%
This Quarter Est. Return
1 Year Est. Return
+10.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$21.3M
3
+$16.3M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$8.38M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$7.82M

Top Sells

1
+$88.7K
2
+$22K
3
+$18.2K
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$13K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11K

Sector Composition

1 Technology 1.2%
2 Financials 0.92%
3 Industrials 0.88%
4 Consumer Discretionary 0.69%
5 Utilities 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.01%
91
+62
227
$20K 0.01%
1,510
+100
228
$20K 0.01%
+289
229
$20K 0.01%
748
+415
230
$19K 0.01%
+729
231
$19K 0.01%
+108
232
$18K ﹤0.01%
391
233
$18K ﹤0.01%
154
234
$18K ﹤0.01%
+229
235
$17K ﹤0.01%
+469
236
$17K ﹤0.01%
+393
237
$17K ﹤0.01%
322
238
$17K ﹤0.01%
+800
239
$17K ﹤0.01%
262
240
$17K ﹤0.01%
+234
241
$17K ﹤0.01%
+105
242
$15K ﹤0.01%
1,775
+575
243
$15K ﹤0.01%
510
+392
244
$15K ﹤0.01%
253
+109
245
$15K ﹤0.01%
+100
246
$14K ﹤0.01%
+424
247
$14K ﹤0.01%
282
+117
248
$14K ﹤0.01%
812
249
$14K ﹤0.01%
110
+100
250
$13K ﹤0.01%
+145
8 9
10
11 12