MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$28M
3
+$8.04M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.74M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.16M

Top Sells

1
+$22.8M
2
+$22.1M
3
+$3M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.35M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$705K

Sector Composition

1 Technology 1.53%
2 Industrials 0.57%
3 Financials 0.52%
4 Consumer Discretionary 0.42%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$36.7K ﹤0.01%
3,736
-665
227
$36.2K ﹤0.01%
210
228
$36.1K ﹤0.01%
265
+13
229
$35.9K ﹤0.01%
950
230
$34.9K ﹤0.01%
1,840
231
$34.7K ﹤0.01%
19
232
$33.9K ﹤0.01%
185
233
$33.9K ﹤0.01%
64
234
$33.7K ﹤0.01%
1,200
+100
235
$33.2K ﹤0.01%
400
236
$32.8K ﹤0.01%
92
237
$31.9K ﹤0.01%
155
238
$30.7K ﹤0.01%
70
-18
239
$29.5K ﹤0.01%
403
240
$29.5K ﹤0.01%
315
+40
241
$28.5K ﹤0.01%
656
242
$28.4K ﹤0.01%
947
243
$28K ﹤0.01%
2,445
244
$28K ﹤0.01%
300
+20
245
$27.9K ﹤0.01%
334
246
$27.7K ﹤0.01%
96
247
$27.4K ﹤0.01%
477
248
$27.3K ﹤0.01%
100
249
$27.2K ﹤0.01%
643
+8
250
$27K ﹤0.01%
101
8 9
10
11 12