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
$489M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.94M
3
+$1.72M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.17M

Top Sells

1
+$484K
2
+$411K
3
+$360K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$357K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$324K

Sector Composition

1 Technology 1.33%
2 Industrials 0.63%
3 Consumer Discretionary 0.63%
4 Financials 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$9.46K ﹤0.01%
49
327
$9.34K ﹤0.01%
13
328
$9.27K ﹤0.01%
114
-31
329
$9.22K ﹤0.01%
42
330
$9.18K ﹤0.01%
315
331
$9.17K ﹤0.01%
110
332
$9.1K ﹤0.01%
69
-6
333
$8.78K ﹤0.01%
113
334
$8.73K ﹤0.01%
146
335
$8.71K ﹤0.01%
400
336
$8.59K ﹤0.01%
250
337
$8.54K ﹤0.01%
28
338
$8.52K ﹤0.01%
2,000
339
$8.47K ﹤0.01%
386
340
$8.36K ﹤0.01%
78
341
$8.34K ﹤0.01%
110
342
$8.28K ﹤0.01%
43
343
$8.17K ﹤0.01%
819
344
$8.13K ﹤0.01%
22
-3
345
$8.12K ﹤0.01%
19
346
$8.1K ﹤0.01%
3
347
$7.91K ﹤0.01%
200
348
$7.74K ﹤0.01%
147
349
$7.73K ﹤0.01%
173
350
$7.59K ﹤0.01%
287
12 13
14
15 16