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
$468M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.62M
3
+$2.11M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.94M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.07M

Top Sells

1
+$1.5M
2
+$897K
3
+$538K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$493K
5
WEC icon
WEC Energy
WEC
+$481K

Sector Composition

1 Technology 1.25%
2 Financials 0.72%
3 Industrials 0.66%
4 Consumer Discretionary 0.64%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.98K ﹤0.01%
287
352
$7.96K ﹤0.01%
3
353
$7.95K ﹤0.01%
150
354
$7.91K ﹤0.01%
6
355
$7.89K ﹤0.01%
200
356
$7.88K ﹤0.01%
819
+19
357
$7.68K ﹤0.01%
+104
358
$7.68K ﹤0.01%
173
359
$7.43K ﹤0.01%
310
+10
360
$7.4K ﹤0.01%
147
361
$7.38K ﹤0.01%
+90
362
$7.22K ﹤0.01%
85
363
$7.06K ﹤0.01%
100
364
$7K ﹤0.01%
14
365
$7K ﹤0.01%
500
366
$6.99K ﹤0.01%
161
+17
367
$6.96K ﹤0.01%
213
368
$6.95K ﹤0.01%
300
369
$6.9K ﹤0.01%
24
-2
370
$6.89K ﹤0.01%
126
371
$6.88K ﹤0.01%
43
372
$6.76K ﹤0.01%
19
373
$6.64K ﹤0.01%
210
-50
374
$6.64K ﹤0.01%
340
375
$6.59K ﹤0.01%
113
13 14
15
16 17