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
$474M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1 +$1.54M
2 +$1.27M
3 +$638K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$480K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$352K

Sector Composition

1 Technology 1.48%
2 Financials 0.66%
3 Consumer Discretionary 0.64%
4 Industrials 0.64%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$28.8K 0.01%
2,652
+22
227
$27.1K 0.01%
534
228
$27K 0.01%
399
229
$26.9K 0.01%
526
230
$26.9K 0.01%
564
231
$26.6K 0.01%
1,923
232
$26K 0.01%
869
233
$25.7K 0.01%
950
234
$25.7K 0.01%
+1,494
235
$25.5K 0.01%
+550
236
$25.1K 0.01%
1,062
+261
237
$24.9K 0.01%
+616
238
$24.4K 0.01%
+442
239
$24.4K 0.01%
174
240
$24.2K 0.01%
2,713
241
$23.9K 0.01%
414
242
$23.8K 0.01%
64
243
$23.7K 0.01%
493
244
$23.7K 0.01%
1,304
245
$23.5K 0.01%
102
246
$22.9K ﹤0.01%
84
-7
247
$22.5K ﹤0.01%
632
+419
248
$22.4K ﹤0.01%
1,819
249
$22.2K ﹤0.01%
1,006
250
$22K ﹤0.01%
310