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
$439M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.5M
3
+$6.09M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.34M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.14M

Top Sells

1
+$1.42M
2
+$1.03M
3
+$1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$873K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$618K

Sector Composition

1 Technology 1.13%
2 Financials 0.86%
3 Industrials 0.73%
4 Consumer Discretionary 0.7%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25.1K 0.01%
49
+18
227
$24.8K 0.01%
900
228
$24.7K 0.01%
147
+135
229
$24.4K 0.01%
310
+136
230
$24.4K 0.01%
493
231
$24.4K 0.01%
174
+46
232
$23.9K 0.01%
810
+430
233
$23.5K 0.01%
91
+5
234
$23.4K 0.01%
60
+23
235
$23K 0.01%
441
+49
236
$23K 0.01%
1,006
237
$22.9K 0.01%
69
+38
238
$22.6K 0.01%
1,919
+117
239
$22.6K 0.01%
877
+572
240
$22.5K 0.01%
102
-101
241
$22.1K 0.01%
2,713
242
$22K 0.01%
481
243
$21.7K 0.01%
164
-162
244
$21.7K ﹤0.01%
518
+4
245
$21.4K ﹤0.01%
87
+52
246
$21.2K ﹤0.01%
64
+33
247
$20.9K ﹤0.01%
38
+30
248
$20.8K ﹤0.01%
289
249
$20.7K ﹤0.01%
154
250
$20.6K ﹤0.01%
60
+29
8 9
10
11 12