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
$723M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.1M
3
+$3.67M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.62M

Top Sells

1
+$7.95M
2
+$7.82M
3
+$764K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$481K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$372K

Sector Composition

1 Technology 1.38%
2 Financials 0.55%
3 Industrials 0.54%
4 Consumer Discretionary 0.46%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9.46K ﹤0.01%
250
352
$9.34K ﹤0.01%
78
353
$9.28K ﹤0.01%
110
354
$8.79K ﹤0.01%
286
355
$8.75K ﹤0.01%
162
356
$8.72K ﹤0.01%
36
357
$8.66K ﹤0.01%
386
358
$8.63K ﹤0.01%
+501
359
$8.58K ﹤0.01%
74
-47
360
$8.54K ﹤0.01%
103
361
$8.51K ﹤0.01%
144
362
$8.24K ﹤0.01%
13
363
$8.22K ﹤0.01%
300
364
$8.14K ﹤0.01%
85
365
$8.05K ﹤0.01%
500
366
$8K ﹤0.01%
1,000
367
$7.95K ﹤0.01%
111
368
$7.89K ﹤0.01%
136
369
$7.75K ﹤0.01%
178
370
$7.75K ﹤0.01%
45
371
$7.72K ﹤0.01%
197
372
$7.68K ﹤0.01%
61
373
$7.5K ﹤0.01%
1,063
374
$7.3K ﹤0.01%
166
375
$7.27K ﹤0.01%
46
13 14
15
16 17