MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$28M
3
+$8.04M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.74M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.16M

Top Sells

1
+$22.8M
2
+$22.1M
3
+$3M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.35M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$705K

Sector Composition

1 Technology 1.53%
2 Industrials 0.57%
3 Financials 0.52%
4 Consumer Discretionary 0.42%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$19.4K ﹤0.01%
180
277
$19.4K ﹤0.01%
241
278
$19.4K ﹤0.01%
395
+70
279
$19.2K ﹤0.01%
1,000
280
$19.1K ﹤0.01%
49
281
$19K ﹤0.01%
110
282
$18.9K ﹤0.01%
2,115
283
$18.8K ﹤0.01%
445
284
$18.6K ﹤0.01%
1,621
285
$18.5K ﹤0.01%
186
286
$18.1K ﹤0.01%
75
287
$18K ﹤0.01%
800
288
$17.9K ﹤0.01%
95
289
$17.6K ﹤0.01%
132
290
$17.4K ﹤0.01%
3
291
$17.3K ﹤0.01%
333
292
$16.6K ﹤0.01%
151
293
$16.1K ﹤0.01%
500
294
$15.9K ﹤0.01%
489
+12
295
$15.7K ﹤0.01%
28
296
$15.7K ﹤0.01%
300
-127
297
$15.7K ﹤0.01%
1,448
+122
298
$15.7K ﹤0.01%
6
299
$15.6K ﹤0.01%
1,483
300
$15.3K ﹤0.01%
27
10 11
12
13 14