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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
$372M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$23.2M
3
+$16.4M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$9.05M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$8.66M

Top Sells

1
+$84.4K
2
+$22K
3
+$19K
4
BSAC icon
Banco Santander Chile
BSAC
+$13.8K
5
APTS
Preferred Apartment Communities, Inc.
APTS
+$13K

Sector Composition

1 Technology 1.2%
2 Financials 0.92%
3 Industrials 0.88%
4 Consumer Discretionary 0.69%
5 Utilities 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K ﹤0.01%
94
+9
277
$9K ﹤0.01%
+27
278
$9K ﹤0.01%
707
279
$9K ﹤0.01%
148
+27
280
$9K ﹤0.01%
372
-212
281
$9K ﹤0.01%
+386
282
$9K ﹤0.01%
+51
283
$8K ﹤0.01%
53
-15
284
$8K ﹤0.01%
319
+132
285
$8K ﹤0.01%
300
286
$8K ﹤0.01%
+250
287
$8K ﹤0.01%
+100
288
$8K ﹤0.01%
+305
289
$8K ﹤0.01%
+41
290
$8K ﹤0.01%
+800
291
$7K ﹤0.01%
+160
292
$7K ﹤0.01%
500
293
$7K ﹤0.01%
+200
294
$7K ﹤0.01%
48
-35
295
$7K ﹤0.01%
110
-100
296
$7K ﹤0.01%
+362
297
$7K ﹤0.01%
+62
298
$7K ﹤0.01%
+341
299
$7K ﹤0.01%
+42
300
$7K ﹤0.01%
78
10 11
12
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