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
$723M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.1M
3
+$3.67M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.62M

Top Sells

1
+$7.95M
2
+$7.82M
3
+$764K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$481K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$372K

Sector Composition

1 Technology 1.38%
2 Financials 0.55%
3 Industrials 0.54%
4 Consumer Discretionary 0.46%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$14.5K ﹤0.01%
132
302
$14.4K ﹤0.01%
306
303
$14.3K ﹤0.01%
89
304
$14.1K ﹤0.01%
118
305
$14.1K ﹤0.01%
629
306
$14K ﹤0.01%
207
307
$13.8K ﹤0.01%
168
308
$13.8K ﹤0.01%
3
309
$13.7K ﹤0.01%
27
310
$13.3K ﹤0.01%
1,326
+2
311
$13.2K ﹤0.01%
91
312
$13.1K ﹤0.01%
193
-58
313
$13K ﹤0.01%
16
314
$13K ﹤0.01%
28
315
$12.8K ﹤0.01%
19
316
$12.7K ﹤0.01%
136
317
$12.5K ﹤0.01%
234
318
$12.5K ﹤0.01%
188
319
$12.4K ﹤0.01%
463
320
$12.3K ﹤0.01%
328
321
$12.3K ﹤0.01%
32
322
$12.3K ﹤0.01%
192
323
$12.1K ﹤0.01%
45
+32
324
$12.1K ﹤0.01%
70
+35
325
$12K ﹤0.01%
43
11 12
13
14 15