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
$468M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.62M
3
+$2.11M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.94M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.07M

Top Sells

1
+$1.5M
2
+$897K
3
+$538K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$493K
5
WEC icon
WEC Energy
WEC
+$481K

Sector Composition

1 Technology 1.25%
2 Financials 0.72%
3 Industrials 0.66%
4 Consumer Discretionary 0.64%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$10.5K ﹤0.01%
46
327
$10.5K ﹤0.01%
500
328
$10.3K ﹤0.01%
209
-50
329
$10.2K ﹤0.01%
207
330
$10.2K ﹤0.01%
28
331
$10.1K ﹤0.01%
100
332
$10.1K ﹤0.01%
268
333
$10K ﹤0.01%
29
334
$9.72K ﹤0.01%
103
335
$9.42K ﹤0.01%
49
336
$9.29K ﹤0.01%
745
337
$9.28K ﹤0.01%
315
338
$9.24K ﹤0.01%
146
339
$8.98K ﹤0.01%
140
340
$8.76K ﹤0.01%
29
+4
341
$8.72K ﹤0.01%
43
342
$8.57K ﹤0.01%
28
343
$8.51K ﹤0.01%
386
344
$8.43K ﹤0.01%
33
345
$8.23K ﹤0.01%
250
346
$8.18K ﹤0.01%
110
347
$8.04K ﹤0.01%
42
348
$8.02K ﹤0.01%
25
+3
349
$8.02K ﹤0.01%
78
350
$7.99K ﹤0.01%
28
12 13
14
15 16