MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$28M
3
+$8.04M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.74M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.16M

Top Sells

1
+$22.8M
2
+$22.1M
3
+$3M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.35M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$705K

Sector Composition

1 Technology 1.53%
2 Industrials 0.57%
3 Financials 0.52%
4 Consumer Discretionary 0.42%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9.64K ﹤0.01%
78
352
$9.51K ﹤0.01%
74
353
$9.14K ﹤0.01%
162
354
$9.09K ﹤0.01%
286
355
$9.08K ﹤0.01%
+600
356
$8.93K ﹤0.01%
300
357
$8.88K ﹤0.01%
36
358
$8.74K ﹤0.01%
178
359
$8.74K ﹤0.01%
110
360
$8.73K ﹤0.01%
386
361
$8.67K ﹤0.01%
45
362
$8.59K ﹤0.01%
144
363
$8.56K ﹤0.01%
16
364
$8.51K ﹤0.01%
3,818
365
$8.1K ﹤0.01%
197
366
$8.06K ﹤0.01%
61
367
$8.06K ﹤0.01%
85
368
$8.02K ﹤0.01%
206
369
$7.91K ﹤0.01%
200
370
$7.83K ﹤0.01%
136
371
$7.79K ﹤0.01%
500
372
$7.72K ﹤0.01%
1,063
373
$7.52K ﹤0.01%
46
374
$7.51K ﹤0.01%
14
375
$7.49K ﹤0.01%
111
13 14
15
16 17