MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.77M
3
+$4.61M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.95M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.67M

Top Sells

1
+$1.57M
2
+$589K
3
+$563K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$383K
5
MMM icon
3M
MMM
+$335K

Sector Composition

1 Technology 1.6%
2 Industrials 0.53%
3 Financials 0.52%
4 Consumer Discretionary 0.41%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10K ﹤0.01%
+462
352
$10K ﹤0.01%
459
353
$10K ﹤0.01%
+1,136
354
$9.87K ﹤0.01%
144
355
$9.68K ﹤0.01%
300
356
$9.67K ﹤0.01%
206
357
$9.62K ﹤0.01%
+50
358
$9.59K ﹤0.01%
286
359
$9.52K ﹤0.01%
162
360
$9.42K ﹤0.01%
45
361
$9.12K ﹤0.01%
110
362
$9.09K ﹤0.01%
+175
363
$9.03K ﹤0.01%
209
364
$8.99K ﹤0.01%
46
365
$8.95K ﹤0.01%
14
366
$8.9K ﹤0.01%
365
367
$8.85K ﹤0.01%
386
368
$8.78K ﹤0.01%
197
369
$8.5K ﹤0.01%
306
-183
370
$8.47K ﹤0.01%
206
371
$8.4K ﹤0.01%
103
372
$8.3K ﹤0.01%
196
373
$8.27K ﹤0.01%
136
374
$8.26K ﹤0.01%
36
375
$8.25K ﹤0.01%
85
13 14
15
16 17