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
$849M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1 +$4.91M
2 +$4.77M
3 +$4.61M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.95M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.67M

Top Sells

1 +$1.57M
2 +$589K
3 +$563K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$383K
5
MMM icon
3M
MMM
+$335K

Sector Composition

1 Technology 1.6%
2 Industrials 0.53%
3 Financials 0.52%
4 Consumer Discretionary 0.41%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$26.8K ﹤0.01%
96
252
$26.6K ﹤0.01%
102
253
$26.1K ﹤0.01%
132
254
$25.9K ﹤0.01%
122
255
$25.9K ﹤0.01%
3,189
256
$25.2K ﹤0.01%
178
257
$24.9K ﹤0.01%
101
258
$24.7K ﹤0.01%
493
259
$24.4K ﹤0.01%
100
260
$24.1K ﹤0.01%
371
+351
261
$24.1K ﹤0.01%
403
262
$23.9K ﹤0.01%
1,058
263
$22.8K ﹤0.01%
834
264
$22.7K ﹤0.01%
659
-288
265
$22.4K ﹤0.01%
2,115
266
$22.4K ﹤0.01%
64
267
$22K ﹤0.01%
225
-75
268
$22K ﹤0.01%
+240
269
$22K ﹤0.01%
700
+14
270
$21.9K ﹤0.01%
65
271
$21.6K ﹤0.01%
792
272
$21.6K ﹤0.01%
75
273
$21.4K ﹤0.01%
225
274
$20.5K ﹤0.01%
180
275
$20.1K ﹤0.01%
445