MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $791M
1-Year Est. Return 10.3%
This Quarter Est. Return
1 Year Est. Return
+10.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$10.4M
3
+$6M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.01M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.01M

Top Sells

1
+$6.16M
2
+$3.5M
3
+$3.38M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.58M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.44M

Sector Composition

1 Technology 1.03%
2 Industrials 0.98%
3 Consumer Discretionary 0.77%
4 Financials 0.62%
5 Utilities 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
63
327
$3K ﹤0.01%
30
328
$3K ﹤0.01%
500
329
$3K ﹤0.01%
100
330
$3K ﹤0.01%
8
331
$3K ﹤0.01%
154
332
$3K ﹤0.01%
22
333
$3K ﹤0.01%
40
334
$3K ﹤0.01%
100
335
$3K ﹤0.01%
+124
336
$2K ﹤0.01%
30
337
$2K ﹤0.01%
20
338
$2K ﹤0.01%
87
339
$2K ﹤0.01%
88
340
$2K ﹤0.01%
100
341
$2K ﹤0.01%
+100
342
$2K ﹤0.01%
+67
343
$2K ﹤0.01%
5
344
$2K ﹤0.01%
15
345
$2K ﹤0.01%
4
346
$2K ﹤0.01%
50
347
$2K ﹤0.01%
7
348
$2K ﹤0.01%
77
+57
349
$2K ﹤0.01%
33
350
$2K ﹤0.01%
7
12 13
14
15 16