MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $791M
1-Year Est. Return 10.3%
This Quarter Est. Return
1 Year Est. Return
+10.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$10.4M
3
+$6M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.01M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.01M

Top Sells

1
+$6.16M
2
+$3.5M
3
+$3.38M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.58M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.44M

Sector Composition

1 Technology 1.03%
2 Industrials 0.98%
3 Consumer Discretionary 0.77%
4 Financials 0.62%
5 Utilities 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
100
352
$2K ﹤0.01%
41
353
$2K ﹤0.01%
40
354
$2K ﹤0.01%
300
355
$1K ﹤0.01%
10
356
$1K ﹤0.01%
2
-1
357
$1K ﹤0.01%
13
358
$1K ﹤0.01%
14
359
$1K ﹤0.01%
2
360
$1K ﹤0.01%
20
361
$1K ﹤0.01%
3
-2
362
$1K ﹤0.01%
20
363
$1K ﹤0.01%
+17
364
$1K ﹤0.01%
+48
365
$1K ﹤0.01%
10
366
$1K ﹤0.01%
20
367
$1K ﹤0.01%
25
368
$1K ﹤0.01%
21
-9
369
$1K ﹤0.01%
20
370
$1K ﹤0.01%
21
371
$1K ﹤0.01%
6
372
$1K ﹤0.01%
3
373
$1K ﹤0.01%
34
374
$1K ﹤0.01%
+82
375
$1K ﹤0.01%
9
-4
13 14
15
16 17