MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$28M
3
+$8.04M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.74M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.16M

Top Sells

1
+$22.8M
2
+$22.1M
3
+$3M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.35M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$705K

Sector Composition

1 Technology 1.53%
2 Industrials 0.57%
3 Financials 0.52%
4 Consumer Discretionary 0.42%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12.3K ﹤0.01%
328
327
$12.3K ﹤0.01%
45
328
$12.2K ﹤0.01%
30
329
$12K ﹤0.01%
192
330
$11.9K ﹤0.01%
113
331
$11.9K ﹤0.01%
501
332
$11.9K ﹤0.01%
93
333
$11.6K ﹤0.01%
113
334
$11.6K ﹤0.01%
315
335
$11.3K ﹤0.01%
112
-78
336
$11.3K ﹤0.01%
126
337
$11.1K ﹤0.01%
28
338
$11K ﹤0.01%
463
339
$10.9K ﹤0.01%
225
340
$10.5K ﹤0.01%
46
341
$10.4K ﹤0.01%
139
-54
342
$10.4K ﹤0.01%
745
343
$10.3K ﹤0.01%
29
344
$10.2K ﹤0.01%
250
345
$10.1K ﹤0.01%
206
346
$10K ﹤0.01%
110
-210
347
$9.82K ﹤0.01%
365
-556
348
$9.79K ﹤0.01%
415
349
$9.7K ﹤0.01%
182
350
$9.65K ﹤0.01%
459
12 13
14
15 16