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
$365M
AUM Growth
-$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$4.32M
3
+$3.73M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.39M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.33M

Top Sells

1
+$818K
2
+$663K
3
+$460K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$459K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$341K

Sector Composition

1 Technology 1.29%
2 Financials 0.98%
3 Industrials 0.88%
4 Consumer Discretionary 0.77%
5 Utilities 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
+19
352
$6K ﹤0.01%
45
353
$6K ﹤0.01%
+129
354
$6K ﹤0.01%
+47
355
$5K ﹤0.01%
+21
356
$5K ﹤0.01%
+19
357
$5K ﹤0.01%
180
-192
358
$5K ﹤0.01%
52
+48
359
$5K ﹤0.01%
+208
360
$5K ﹤0.01%
+124
361
$5K ﹤0.01%
+56
362
$5K ﹤0.01%
+28
363
$5K ﹤0.01%
+65
364
$5K ﹤0.01%
+55
365
$5K ﹤0.01%
2,000
366
$5K ﹤0.01%
211
+111
367
$5K ﹤0.01%
117
-165
368
$5K ﹤0.01%
102
369
$5K ﹤0.01%
28
370
$5K ﹤0.01%
+111
371
$5K ﹤0.01%
+32
372
$5K ﹤0.01%
18
+10
373
$5K ﹤0.01%
+130
374
$5K ﹤0.01%
6
375
$5K ﹤0.01%
400
13 14
15
16 17