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
$474M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1 +$1.54M
2 +$1.27M
3 +$638K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$480K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$352K

Sector Composition

1 Technology 1.48%
2 Financials 0.66%
3 Consumer Discretionary 0.64%
4 Industrials 0.64%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$13.7K ﹤0.01%
415
302
$13.6K ﹤0.01%
+308
303
$13.6K ﹤0.01%
38
+16
304
$13.4K ﹤0.01%
306
305
$13.3K ﹤0.01%
74
306
$13.2K ﹤0.01%
393
307
$13.1K ﹤0.01%
+282
308
$13.1K ﹤0.01%
27
309
$12.7K ﹤0.01%
132
310
$12.4K ﹤0.01%
110
311
$12.4K ﹤0.01%
+193
312
$12.2K ﹤0.01%
46
313
$12.2K ﹤0.01%
+362
314
$12.1K ﹤0.01%
+129
315
$12K ﹤0.01%
124
316
$11.8K ﹤0.01%
+131
317
$11.8K ﹤0.01%
272
318
$11.7K ﹤0.01%
+200
319
$11.7K ﹤0.01%
1,058
320
$11.6K ﹤0.01%
93
321
$11.6K ﹤0.01%
16
322
$11.6K ﹤0.01%
111
323
$11.3K ﹤0.01%
419
+7
324
$11.2K ﹤0.01%
190
325
$11.1K ﹤0.01%
28