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
$355M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$10.4M
3
+$6M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.01M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.01M

Top Sells

1
+$6.16M
2
+$3.5M
3
+$3.38M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.58M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.44M

Sector Composition

1 Technology 1.03%
2 Industrials 0.98%
3 Consumer Discretionary 0.77%
4 Financials 0.63%
5 Utilities 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11K ﹤0.01%
800
252
$10K ﹤0.01%
386
253
$10K ﹤0.01%
28
254
$10K ﹤0.01%
300
255
$10K ﹤0.01%
250
256
$10K ﹤0.01%
+100
257
$10K ﹤0.01%
157
+27
258
$10K ﹤0.01%
305
259
$10K ﹤0.01%
230
+46
260
$9K ﹤0.01%
500
261
$9K ﹤0.01%
500
262
$9K ﹤0.01%
200
263
$9K ﹤0.01%
78
264
$9K ﹤0.01%
147
265
$9K ﹤0.01%
131
266
$9K ﹤0.01%
583
267
$9K ﹤0.01%
50
268
$9K ﹤0.01%
1,300
+1,200
269
– –
0
270
$8K ﹤0.01%
500
271
$8K ﹤0.01%
72
272
$8K ﹤0.01%
6
273
$8K ﹤0.01%
400
274
$8K ﹤0.01%
206
275
$8K ﹤0.01%
362
9 10
11
12 13