MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.77M
3
+$4.61M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.95M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.67M

Top Sells

1
+$1.57M
2
+$589K
3
+$563K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$383K
5
MMM icon
3M
MMM
+$335K

Sector Composition

1 Technology 1.6%
2 Industrials 0.53%
3 Financials 0.52%
4 Consumer Discretionary 0.41%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12.5K ﹤0.01%
16
327
$12.2K ﹤0.01%
315
328
$12K ﹤0.01%
192
329
$12K ﹤0.01%
225
330
$11.7K ﹤0.01%
2,000
331
$11.6K ﹤0.01%
463
332
$11.6K ﹤0.01%
415
333
$11.5K ﹤0.01%
+1,268
334
$11.5K ﹤0.01%
113
335
$11.4K ﹤0.01%
250
336
$11.3K ﹤0.01%
182
337
$11.3K ﹤0.01%
32
338
$11.3K ﹤0.01%
93
339
$11.2K ﹤0.01%
139
340
$11.1K ﹤0.01%
126
341
$10.9K ﹤0.01%
136
342
$10.8K ﹤0.01%
46
343
$10.8K ﹤0.01%
745
344
$10.4K ﹤0.01%
16
345
$10.4K ﹤0.01%
28
346
$10.3K ﹤0.01%
110
347
$10.2K ﹤0.01%
74
348
$10.1K ﹤0.01%
78
349
$10.1K ﹤0.01%
145
-195
350
$10.1K ﹤0.01%
178
12 13
14
15 16