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
$468M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.62M
3
+$2.11M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.94M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.07M

Top Sells

1
+$1.5M
2
+$897K
3
+$538K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$493K
5
WEC icon
WEC Energy
WEC
+$481K

Sector Composition

1 Technology 1.25%
2 Financials 0.72%
3 Industrials 0.66%
4 Consumer Discretionary 0.64%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$21.4K ﹤0.01%
876
-1,077
252
$21.2K ﹤0.01%
481
253
$21.1K ﹤0.01%
2,286
+2
254
$21K ﹤0.01%
289
255
$20.9K ﹤0.01%
770
+8
256
$20.8K ﹤0.01%
154
257
$20.7K ﹤0.01%
1,640
+4
258
$20.6K ﹤0.01%
409
-22
259
$20.6K ﹤0.01%
900
260
$20.3K ﹤0.01%
96
261
$20.1K ﹤0.01%
523
+5
262
$19.7K ﹤0.01%
230
263
$19.6K ﹤0.01%
60
264
$19.6K ﹤0.01%
729
265
$19.4K ﹤0.01%
736
+2
266
$19.3K ﹤0.01%
185
267
$19.3K ﹤0.01%
155
268
$19.2K ﹤0.01%
1,365
+250
269
$18.8K ﹤0.01%
1,058
270
$18.4K ﹤0.01%
392
271
$18.3K ﹤0.01%
262
272
$18.3K ﹤0.01%
87
273
$17.6K ﹤0.01%
69
274
$17.6K ﹤0.01%
800
275
$16.7K ﹤0.01%
172
9 10
11
12 13