MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.77M
3
+$4.61M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.95M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.67M

Top Sells

1
+$1.57M
2
+$589K
3
+$563K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$383K
5
MMM icon
3M
MMM
+$335K

Sector Composition

1 Technology 1.6%
2 Industrials 0.53%
3 Financials 0.52%
4 Consumer Discretionary 0.41%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$38.4K ﹤0.01%
2,338
+30
227
$37.9K ﹤0.01%
87
+73
228
$37.5K ﹤0.01%
420
-35
229
$37.3K ﹤0.01%
188
230
$36.4K ﹤0.01%
1,840
231
$35.7K ﹤0.01%
950
232
$35.5K ﹤0.01%
539
+125
233
$35.5K ﹤0.01%
829
+186
234
$35K ﹤0.01%
727
+166
235
$35K ﹤0.01%
522
-75
236
$34.7K ﹤0.01%
1,200
237
$34.5K ﹤0.01%
174
238
$34.4K ﹤0.01%
92
239
$33.6K ﹤0.01%
70
240
$33.1K ﹤0.01%
1,046
-1,384
241
$31.6K ﹤0.01%
240
242
$31.2K ﹤0.01%
185
243
$29.5K ﹤0.01%
656
244
$29.2K ﹤0.01%
477
245
$29.2K ﹤0.01%
334
246
$28.5K ﹤0.01%
155
247
$28.4K ﹤0.01%
19
248
$28.3K ﹤0.01%
433
249
$28.2K ﹤0.01%
200
250
$27.4K ﹤0.01%
327
-138
8 9
10
11 12