MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $791M
1-Year Est. Return 10.3%
This Quarter Est. Return
1 Year Est. Return
+10.3%
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
+$25.9M
2
+$21.3M
3
+$16.3M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$8.38M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$7.82M

Top Sells

1
+$88.7K
2
+$22K
3
+$18.2K
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$13K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11K

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%
+386
277
$9K ﹤0.01%
+51
278
$9K ﹤0.01%
137
279
$9K ﹤0.01%
94
+9
280
$9K ﹤0.01%
+27
281
$9K ﹤0.01%
707
282
$9K ﹤0.01%
148
+27
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%
+42
292
$7K ﹤0.01%
+160
293
$7K ﹤0.01%
500
294
$7K ﹤0.01%
+200
295
$7K ﹤0.01%
78
296
$7K ﹤0.01%
147
297
$7K ﹤0.01%
+583
298
$7K ﹤0.01%
48
-35
299
$7K ﹤0.01%
110
-100
300
$7K ﹤0.01%
+362
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