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
276
$8K ﹤0.01%
50
277
$8K ﹤0.01%
45
278
$7K ﹤0.01%
100
279
$7K ﹤0.01%
117
-49
280
$7K ﹤0.01%
100
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$7K ﹤0.01%
100
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$7K ﹤0.01%
+500
283
$7K ﹤0.01%
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$7K ﹤0.01%
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285
$7K ﹤0.01%
341
286
$6K ﹤0.01%
24
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$6K ﹤0.01%
71
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$6K ﹤0.01%
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$6K ﹤0.01%
400
290
$6K ﹤0.01%
209
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$6K ﹤0.01%
186
292
$6K ﹤0.01%
128
293
$6K ﹤0.01%
+150
294
$6K ﹤0.01%
100
295
$5K ﹤0.01%
100
296
$5K ﹤0.01%
36
297
$5K ﹤0.01%
36
298
$5K ﹤0.01%
111
299
$5K ﹤0.01%
200
300
$5K ﹤0.01%
52
10 11
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