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
$468M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.62M
3
+$2.11M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.94M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.07M

Top Sells

1
+$1.5M
2
+$897K
3
+$538K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$493K
5
WEC icon
WEC Energy
WEC
+$481K

Sector Composition

1 Technology 1.25%
2 Financials 0.72%
3 Industrials 0.66%
4 Consumer Discretionary 0.64%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6.55K ﹤0.01%
500
377
$6.51K ﹤0.01%
28
378
$6.48K ﹤0.01%
583
379
$6.48K ﹤0.01%
69
380
$6.45K ﹤0.01%
81
+16
381
$6.39K ﹤0.01%
206
382
$6.32K ﹤0.01%
19
383
$6.31K ﹤0.01%
45
384
$6.28K ﹤0.01%
28
385
$6.27K ﹤0.01%
158
386
$6.21K ﹤0.01%
280
387
$6.14K ﹤0.01%
35
388
$6.14K ﹤0.01%
36
389
$6.05K ﹤0.01%
+150
390
$6.02K ﹤0.01%
36
391
$6.02K ﹤0.01%
9
+4
392
$5.98K ﹤0.01%
113
393
$5.91K ﹤0.01%
107
394
$5.85K ﹤0.01%
596
395
$5.85K ﹤0.01%
23
396
$5.85K ﹤0.01%
217
397
$5.77K ﹤0.01%
60
398
$5.71K ﹤0.01%
117
399
$5.62K ﹤0.01%
27
400
$5.62K ﹤0.01%
45
-201
14 15
16
17 18