MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$28M
3
+$8.04M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.74M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.16M

Top Sells

1
+$22.8M
2
+$22.1M
3
+$3M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.35M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$705K

Sector Composition

1 Technology 1.53%
2 Industrials 0.57%
3 Financials 0.52%
4 Consumer Discretionary 0.42%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$26.9K ﹤0.01%
561
+5
252
$26.7K ﹤0.01%
+200
253
$26K ﹤0.01%
122
+62
254
$25.6K ﹤0.01%
132
255
$25.2K ﹤0.01%
102
256
$24.9K ﹤0.01%
74
257
$24.9K ﹤0.01%
414
-107
258
$24.5K ﹤0.01%
686
259
$24.2K ﹤0.01%
493
260
$24.2K ﹤0.01%
340
+2
261
$24.1K ﹤0.01%
3,189
262
$23.7K ﹤0.01%
178
-78
263
$23.7K ﹤0.01%
433
264
$22.8K ﹤0.01%
65
-5
265
$22.5K ﹤0.01%
100
266
$22.4K ﹤0.01%
1,058
267
$22.4K ﹤0.01%
834
268
$22.3K ﹤0.01%
1,038
-311
269
$22.1K ﹤0.01%
67
270
$21.8K ﹤0.01%
64
271
$21.5K ﹤0.01%
118
272
$21.1K ﹤0.01%
225
273
$21K ﹤0.01%
792
-249
274
$20.6K ﹤0.01%
240
275
$19.5K ﹤0.01%
89
9 10
11
12 13