MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $791M
1-Year Est. Return 10.3%
This Quarter Est. Return
1 Year Est. Return
+10.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$21.3M
3
+$16.3M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$8.38M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$7.82M

Top Sells

1
+$88.7K
2
+$22K
3
+$18.2K
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$13K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11K

Sector Composition

1 Technology 1.2%
2 Financials 0.92%
3 Industrials 0.88%
4 Consumer Discretionary 0.69%
5 Utilities 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
+100
377
$3K ﹤0.01%
+400
378
$3K ﹤0.01%
12
-11
379
$3K ﹤0.01%
+14
380
$3K ﹤0.01%
25
381
$3K ﹤0.01%
54
-20
382
$3K ﹤0.01%
33
383
$3K ﹤0.01%
+100
384
$3K ﹤0.01%
+89
385
$3K ﹤0.01%
53
-25
386
$2K ﹤0.01%
13
-12
387
$2K ﹤0.01%
148
-146
388
$2K ﹤0.01%
23
-22
389
$2K ﹤0.01%
71
-71
390
$2K ﹤0.01%
31
-8
391
$2K ﹤0.01%
6
392
$2K ﹤0.01%
71
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393
$2K ﹤0.01%
26
-26
394
$2K ﹤0.01%
151
-149
395
$2K ﹤0.01%
+64
396
$2K ﹤0.01%
13
-11
397
$2K ﹤0.01%
46
-48
398
$2K ﹤0.01%
20
399
$2K ﹤0.01%
15
-12
400
$2K ﹤0.01%
24
-32
14 15
16
17 18