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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
$182M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$902K
3
+$707K
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$543K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$443K

Top Sells

1
+$720K
2
+$466K
3
+$435K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$341K
5
LHX icon
L3Harris
LHX
+$325K

Sector Composition

1 Technology 1.29%
2 Industrials 1.19%
3 Communication Services 0.91%
4 Utilities 0.9%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
+15
252
$3K ﹤0.01%
71
253
$3K ﹤0.01%
+87
254
$3K ﹤0.01%
95
255
$3K ﹤0.01%
156
256
$3K ﹤0.01%
+60
257
$3K ﹤0.01%
285
258
$3K ﹤0.01%
52
259
$3K ﹤0.01%
+54
260
$3K ﹤0.01%
10
-25
261
$3K ﹤0.01%
56
262
$2K ﹤0.01%
+13
263
$2K ﹤0.01%
+108
264
$2K ﹤0.01%
+10
265
$2K ﹤0.01%
+70
266
$2K ﹤0.01%
+12
267
$2K ﹤0.01%
116
268
$2K ﹤0.01%
30
269
$2K ﹤0.01%
60
270
$2K ﹤0.01%
+13
271
$2K ﹤0.01%
+18
272
$2K ﹤0.01%
+100
273
$2K ﹤0.01%
25
274
$2K ﹤0.01%
154
275
$2K ﹤0.01%
100
9 10
11
12 13