MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$28M
3
+$8.04M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.74M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.16M

Top Sells

1
+$22.8M
2
+$22.1M
3
+$3M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.35M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$705K

Sector Composition

1 Technology 1.53%
2 Industrials 0.57%
3 Financials 0.52%
4 Consumer Discretionary 0.42%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$15.3K ﹤0.01%
118
302
$14.9K ﹤0.01%
159
303
$14.8K ﹤0.01%
207
304
$14.8K ﹤0.01%
110
305
$14.5K ﹤0.01%
91
306
$14.5K ﹤0.01%
306
307
$14.2K ﹤0.01%
27
308
$14.2K ﹤0.01%
115
309
$14.2K ﹤0.01%
91
310
$14.1K ﹤0.01%
168
311
$14.1K ﹤0.01%
200
312
$14K ﹤0.01%
28
313
$13.9K ﹤0.01%
19
314
$13.6K ﹤0.01%
602
-27
315
$13.4K ﹤0.01%
188
316
$13.4K ﹤0.01%
489
+3
317
$13.4K ﹤0.01%
775
318
$13.4K ﹤0.01%
136
319
$13.2K ﹤0.01%
171
320
$12.9K ﹤0.01%
43
321
$12.7K ﹤0.01%
16
322
$12.7K ﹤0.01%
195
323
$12.6K ﹤0.01%
147
324
$12.4K ﹤0.01%
32
325
$12.4K ﹤0.01%
136
11 12
13
14 15