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
$723M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.1M
3
+$3.67M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.62M

Top Sells

1
+$7.95M
2
+$7.82M
3
+$764K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$481K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$372K

Sector Composition

1 Technology 1.38%
2 Financials 0.55%
3 Industrials 0.54%
4 Consumer Discretionary 0.46%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$11.9K ﹤0.01%
171
+55
327
$11.9K ﹤0.01%
486
+3
328
$11.9K ﹤0.01%
195
329
$11.7K ﹤0.01%
6
330
$11.6K ﹤0.01%
113
331
$11.5K ﹤0.01%
147
332
$11.4K ﹤0.01%
275
+75
333
$11.4K ﹤0.01%
315
334
$11.2K ﹤0.01%
46
335
$11.1K ﹤0.01%
325
+185
336
$10.8K ﹤0.01%
745
337
$10.8K ﹤0.01%
60
338
$10.7K ﹤0.01%
206
339
$10.5K ﹤0.01%
415
340
$10.4K ﹤0.01%
28
341
$10.4K ﹤0.01%
61
342
$10.2K ﹤0.01%
29
343
$9.99K ﹤0.01%
115
+80
344
$9.96K ﹤0.01%
3,818
345
$9.83K ﹤0.01%
225
346
$9.75K ﹤0.01%
459
347
$9.72K ﹤0.01%
113
348
$9.66K ﹤0.01%
93
349
$9.56K ﹤0.01%
126
350
$9.52K ﹤0.01%
200
+80
12 13
14
15 16