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
$439M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.5M
3
+$6.09M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.34M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.14M

Top Sells

1
+$1.42M
2
+$1.03M
3
+$1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$873K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$618K

Sector Composition

1 Technology 1.13%
2 Financials 0.86%
3 Industrials 0.73%
4 Consumer Discretionary 0.7%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.72K ﹤0.01%
147
352
$7.63K ﹤0.01%
596
+304
353
$7.58K ﹤0.01%
200
-298
354
$7.2K ﹤0.01%
340
-83
355
$7.17K ﹤0.01%
173
+77
356
$7.16K ﹤0.01%
85
-9
357
$7.13K ﹤0.01%
19
+1
358
$7.13K ﹤0.01%
43
+23
359
$7K ﹤0.01%
25
+18
360
$6.85K ﹤0.01%
28
+7
361
$6.85K ﹤0.01%
+28
362
$6.73K ﹤0.01%
300
363
$6.63K ﹤0.01%
583
364
$6.62K ﹤0.01%
+228
365
$6.56K ﹤0.01%
500
366
$6.54K ﹤0.01%
500
367
$6.54K ﹤0.01%
166
+77
368
$6.53K ﹤0.01%
62
369
$6.41K ﹤0.01%
147
370
$6.4K ﹤0.01%
280
+160
371
$6.36K ﹤0.01%
100
+28
372
$6.33K ﹤0.01%
71
373
$6.3K ﹤0.01%
150
+20
374
$6.28K ﹤0.01%
+146
375
$6.25K ﹤0.01%
36
+19
13 14
15
16 17