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
301
$11.4K ﹤0.01%
215
+94
302
$11.3K ﹤0.01%
272
303
$11.3K ﹤0.01%
1,400
-100
304
$11.3K ﹤0.01%
321
305
$11.2K ﹤0.01%
190
+79
306
$11.1K ﹤0.01%
91
+31
307
$11.1K ﹤0.01%
110
+55
308
$10.8K ﹤0.01%
32
-22
309
$10.7K ﹤0.01%
50
310
$10.6K ﹤0.01%
500
311
$10.5K ﹤0.01%
16
+10
312
$10.4K ﹤0.01%
100
313
$10.3K ﹤0.01%
69
+29
314
$10.2K ﹤0.01%
260
+49
315
$10.2K ﹤0.01%
74
+27
316
$10.1K ﹤0.01%
+112
317
$9.82K ﹤0.01%
34
+15
318
$9.79K ﹤0.01%
268
+162
319
$9.74K ﹤0.01%
+28
320
$9.72K ﹤0.01%
93
+41
321
$9.71K ﹤0.01%
29
+27
322
$9.69K ﹤0.01%
110
-28
323
$9.63K ﹤0.01%
144
-6
324
$9.54K ﹤0.01%
59
325
$9.45K ﹤0.01%
315
+85
11 12
13
14 15