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
$489M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.94M
3
+$1.72M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.17M

Top Sells

1
+$484K
2
+$411K
3
+$360K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$357K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$324K

Sector Composition

1 Technology 1.33%
2 Industrials 0.63%
3 Consumer Discretionary 0.63%
4 Financials 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26.4K 0.01%
1,400
227
$26.2K 0.01%
776
+6
228
$25.8K 0.01%
950
229
$25.8K 0.01%
229
230
$25.5K 0.01%
102
231
$24.9K 0.01%
1,644
+4
232
$24.8K 0.01%
493
233
$24.4K 0.01%
+1,304
234
$24.2K ﹤0.01%
174
235
$23.9K ﹤0.01%
310
236
$23.3K ﹤0.01%
1,819
237
$23.2K ﹤0.01%
261
238
$23.2K ﹤0.01%
1,006
239
$23K ﹤0.01%
414
240
$22.5K ﹤0.01%
1,788
+423
241
$22.3K ﹤0.01%
323
242
$21.9K ﹤0.01%
64
243
$21.8K ﹤0.01%
49
244
$21.7K ﹤0.01%
96
245
$21.5K ﹤0.01%
289
246
$21.3K ﹤0.01%
2,713
247
$21.1K ﹤0.01%
165
+10
248
$20.9K ﹤0.01%
185
249
$20.6K ﹤0.01%
481
250
$20.4K ﹤0.01%
442
+50
8 9
10
11 12