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
$489M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.94M
3
+$1.72M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.17M

Top Sells

1
+$484K
2
+$411K
3
+$360K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$357K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$324K

Sector Composition

1 Technology 1.33%
2 Industrials 0.63%
3 Consumer Discretionary 0.63%
4 Financials 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.36K ﹤0.01%
85
352
$7.31K ﹤0.01%
90
353
$7.3K ﹤0.01%
25
-4
354
$7.26K ﹤0.01%
500
355
$7.19K ﹤0.01%
24
356
$7.18K ﹤0.01%
+74
357
$7.16K ﹤0.01%
158
358
$7.14K ﹤0.01%
+2,000
359
$7.14K ﹤0.01%
30
-200
360
$7.14K ﹤0.01%
310
361
$7.12K ﹤0.01%
213
362
$7.11K ﹤0.01%
6
363
$7.03K ﹤0.01%
14
364
$6.95K ﹤0.01%
100
365
$6.93K ﹤0.01%
210
366
$6.71K ﹤0.01%
340
367
$6.7K ﹤0.01%
45
368
$6.66K ﹤0.01%
36
369
$6.63K ﹤0.01%
300
370
$6.63K ﹤0.01%
280
371
$6.62K ﹤0.01%
150
372
$6.59K ﹤0.01%
28
373
$6.56K ﹤0.01%
60
374
$6.54K ﹤0.01%
56
375
$6.46K ﹤0.01%
+100
13 14
15
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