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
$723M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.1M
3
+$3.67M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.62M

Top Sells

1
+$7.95M
2
+$7.82M
3
+$764K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$481K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$372K

Sector Composition

1 Technology 1.38%
2 Financials 0.55%
3 Industrials 0.54%
4 Consumer Discretionary 0.46%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18.8K ﹤0.01%
2,115
277
$18.7K ﹤0.01%
118
278
$18.4K ﹤0.01%
+1,483
279
$18.4K ﹤0.01%
186
-283
280
$18.1K ﹤0.01%
1,621
-733
281
$18K ﹤0.01%
445
282
$18K ﹤0.01%
180
283
$17.9K ﹤0.01%
800
284
$17.7K ﹤0.01%
333
+306
285
$17.3K ﹤0.01%
294
-54
286
$16.8K ﹤0.01%
151
287
$16.7K ﹤0.01%
74
288
$16.4K ﹤0.01%
500
289
$16.1K ﹤0.01%
136
290
$16.1K ﹤0.01%
110
291
$16K ﹤0.01%
477
292
$15.9K ﹤0.01%
27
293
$15.3K ﹤0.01%
28
294
$15.3K ﹤0.01%
75
295
$15K ﹤0.01%
91
296
$15K ﹤0.01%
775
297
$14.9K ﹤0.01%
30
298
$14.7K ﹤0.01%
159
299
$14.5K ﹤0.01%
95
300
$14.5K ﹤0.01%
42
10 11
12
13 14