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
301
$13.6K ﹤0.01%
74
302
$13.4K ﹤0.01%
19
303
$13K ﹤0.01%
400
-49
304
$12.9K ﹤0.01%
+266
305
$12.6K ﹤0.01%
250
306
$12.6K ﹤0.01%
124
307
$12.5K ﹤0.01%
50
308
$12.4K ﹤0.01%
110
309
$12.4K ﹤0.01%
75
+6
310
$12.3K ﹤0.01%
32
311
$12.1K ﹤0.01%
+66
312
$12K ﹤0.01%
272
313
$12K ﹤0.01%
145
314
$11.9K ﹤0.01%
27
315
$11.8K ﹤0.01%
111
316
$11.6K ﹤0.01%
93
317
$11.5K ﹤0.01%
16
318
$11.5K ﹤0.01%
132
319
$11.4K ﹤0.01%
190
320
$11.4K ﹤0.01%
215
321
$11.2K ﹤0.01%
110
322
$11K ﹤0.01%
91
323
$10.9K ﹤0.01%
+209
324
$10.7K ﹤0.01%
13
325
$10.5K ﹤0.01%
+33
11 12
13
14 15