MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.77M
3
+$4.61M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.95M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.67M

Top Sells

1
+$1.57M
2
+$589K
3
+$563K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$383K
5
MMM icon
3M
MMM
+$335K

Sector Composition

1 Technology 1.6%
2 Industrials 0.53%
3 Financials 0.52%
4 Consumer Discretionary 0.41%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$15.9K ﹤0.01%
28
302
$15.8K ﹤0.01%
49
303
$15.8K ﹤0.01%
159
304
$15.3K ﹤0.01%
110
305
$14.9K ﹤0.01%
113
306
$14.8K ﹤0.01%
136
307
$14.7K ﹤0.01%
19
308
$14.6K ﹤0.01%
306
309
$14.6K ﹤0.01%
30
310
$14.2K ﹤0.01%
110
311
$14K ﹤0.01%
75
-135
312
$14K ﹤0.01%
6
313
$14K ﹤0.01%
168
314
$14K ﹤0.01%
207
315
$13.8K ﹤0.01%
188
316
$13.7K ﹤0.01%
195
317
$13.5K ﹤0.01%
27
318
$13.4K ﹤0.01%
43
319
$13.4K ﹤0.01%
602
320
$13.3K ﹤0.01%
28
321
$13.3K ﹤0.01%
91
322
$13.2K ﹤0.01%
147
323
$13.1K ﹤0.01%
27
324
$12.6K ﹤0.01%
775
325
$12.6K ﹤0.01%
328
11 12
13
14 15