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
$439M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.5M
3
+$6.09M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.34M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.14M

Top Sells

1
+$1.42M
2
+$1.03M
3
+$1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$873K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$618K

Sector Composition

1 Technology 1.13%
2 Financials 0.86%
3 Industrials 0.73%
4 Consumer Discretionary 0.7%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$15.1K ﹤0.01%
449
+65
277
$15.1K ﹤0.01%
285
278
$14.9K ﹤0.01%
110
279
$14.8K ﹤0.01%
453
+76
280
$14.8K ﹤0.01%
+1,518
281
$14.7K ﹤0.01%
89
+24
282
$14.7K ﹤0.01%
+199
283
$14.6K ﹤0.01%
427
284
$13.8K ﹤0.01%
259
+159
285
$13.8K ﹤0.01%
445
286
$13.6K ﹤0.01%
124
+88
287
$13.3K ﹤0.01%
91
+39
288
$13.3K ﹤0.01%
306
289
$13.3K ﹤0.01%
103
+36
290
$13.3K ﹤0.01%
155
291
$13.2K ﹤0.01%
100
292
$13.1K ﹤0.01%
101
+56
293
$13K ﹤0.01%
397
+109
294
$12.7K ﹤0.01%
132
+67
295
$12K ﹤0.01%
31
+11
296
$11.7K ﹤0.01%
145
+1
297
$11.7K ﹤0.01%
111
298
$11.7K ﹤0.01%
27
+15
299
$11.5K ﹤0.01%
252
+50
300
$11.4K ﹤0.01%
19
+9
10 11
12
13 14