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
$355M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$10.4M
3
+$6.02M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.03M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.01M

Top Sells

1
+$6.23M
2
+$3.39M
3
+$3.27M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.6M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.37M

Sector Composition

1 Technology 1.03%
2 Industrials 0.98%
3 Consumer Discretionary 0.77%
4 Financials 0.63%
5 Utilities 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
9
377
$0 ﹤0.01%
5
378
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379
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4
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50
387
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-2
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$0 ﹤0.01%
10
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40
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399
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12
400
– –
-1
14 15
16
17 18