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
$723M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.1M
3
+$3.67M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.62M

Top Sells

1
+$7.95M
2
+$7.82M
3
+$764K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$481K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$372K

Sector Composition

1 Technology 1.38%
2 Financials 0.55%
3 Industrials 0.54%
4 Consumer Discretionary 0.46%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24.7K ﹤0.01%
31
252
$24.5K ﹤0.01%
493
253
$24.4K ﹤0.01%
96
254
$24.3K ﹤0.01%
110
255
$23.8K ﹤0.01%
100
256
$23.6K ﹤0.01%
132
257
$23.3K ﹤0.01%
64
258
$23.2K ﹤0.01%
433
259
$22.1K ﹤0.01%
240
260
$22K ﹤0.01%
67
261
$21.9K ﹤0.01%
834
-147
262
$21.7K ﹤0.01%
89
263
$21.5K ﹤0.01%
1,100
-100
264
$21.4K ﹤0.01%
338
-193
265
$21.3K ﹤0.01%
49
266
$21.3K ﹤0.01%
252
+100
267
$21.3K ﹤0.01%
427
268
$21.1K ﹤0.01%
225
269
$20.9K ﹤0.01%
190
270
$20.5K ﹤0.01%
1,058
271
$20.4K ﹤0.01%
344
-52
272
$20.4K ﹤0.01%
280
+160
273
$20.1K ﹤0.01%
100
274
$19.5K ﹤0.01%
64
+31
275
$19.4K ﹤0.01%
241
9 10
11
12 13