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
$468M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.62M
3
+$2.11M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.94M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.07M

Top Sells

1
+$1.5M
2
+$897K
3
+$538K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$493K
5
WEC icon
WEC Energy
WEC
+$481K

Sector Composition

1 Technology 1.25%
2 Financials 0.72%
3 Industrials 0.66%
4 Consumer Discretionary 0.64%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16.5K ﹤0.01%
790
277
$15.9K ﹤0.01%
255
278
$15.8K ﹤0.01%
285
279
$15.8K ﹤0.01%
132
280
$15.8K ﹤0.01%
415
281
$15.7K ﹤0.01%
352
+100
282
$15.7K ﹤0.01%
76
+62
283
$15.5K ﹤0.01%
75
284
$15.1K ﹤0.01%
91
285
$15K ﹤0.01%
393
286
$14.8K ﹤0.01%
89
287
$14.7K ﹤0.01%
+100
288
$14.6K ﹤0.01%
30
289
$14.4K ﹤0.01%
101
290
$14.4K ﹤0.01%
413
-182
291
$14.4K ﹤0.01%
31
292
$14.3K ﹤0.01%
157
-157
293
$14.3K ﹤0.01%
100
294
$14.2K ﹤0.01%
110
295
$14.2K ﹤0.01%
1,400
296
$14K ﹤0.01%
445
297
$13.9K ﹤0.01%
103
298
$13.7K ﹤0.01%
433
-20
299
$13.7K ﹤0.01%
427
300
$13.7K ﹤0.01%
306
10 11
12
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