MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.77M
3
+$4.61M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.95M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.67M

Top Sells

1
+$1.57M
2
+$589K
3
+$563K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$383K
5
MMM icon
3M
MMM
+$335K

Sector Composition

1 Technology 1.6%
2 Industrials 0.53%
3 Financials 0.52%
4 Consumer Discretionary 0.41%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$19.9K ﹤0.01%
95
277
$19.9K ﹤0.01%
241
278
$19.7K ﹤0.01%
410
+15
279
$19.6K ﹤0.01%
501
280
$19.5K ﹤0.01%
1,483
281
$19.3K ﹤0.01%
333
282
$19.3K ﹤0.01%
67
283
$19.1K ﹤0.01%
118
284
$18.6K ﹤0.01%
186
285
$18.6K ﹤0.01%
74
286
$18.6K ﹤0.01%
215
+15
287
$18.4K ﹤0.01%
1,000
288
$18.4K ﹤0.01%
91
289
$18K ﹤0.01%
800
290
$17.9K ﹤0.01%
89
291
$17.4K ﹤0.01%
118
292
$17.3K ﹤0.01%
1,449
+1
293
$17.3K ﹤0.01%
132
294
$17.1K ﹤0.01%
437
+350
295
$16.8K ﹤0.01%
151
296
$16.8K ﹤0.01%
100
-15
297
$16.2K ﹤0.01%
500
298
$16.2K ﹤0.01%
75
299
$16.2K ﹤0.01%
300
300
$16K ﹤0.01%
502
+13
10 11
12
13 14