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
$474M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.27M
3
+$638K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$480K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$352K

Top Sells

1
+$670K
2
+$592K
3
+$573K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$451K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$408K

Sector Composition

1 Technology 1.48%
2 Financials 0.66%
3 Consumer Discretionary 0.64%
4 Industrials 0.64%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7.2K ﹤0.01%
128
377
$6.96K ﹤0.01%
116
-696
378
$6.9K ﹤0.01%
74
379
$6.86K ﹤0.01%
+111
380
$6.8K ﹤0.01%
24
381
$6.79K ﹤0.01%
136
-10
382
$6.72K ﹤0.01%
113
383
$6.7K ﹤0.01%
233
384
$6.68K ﹤0.01%
543
+15
385
$6.64K ﹤0.01%
280
386
$6.64K ﹤0.01%
85
387
$6.62K ﹤0.01%
146
388
$6.6K ﹤0.01%
+452
389
$6.6K ﹤0.01%
35
390
$6.59K ﹤0.01%
400
391
$6.59K ﹤0.01%
25
392
$6.54K ﹤0.01%
69
393
$6.48K ﹤0.01%
160
-50
394
$6.45K ﹤0.01%
45
395
$6.44K ﹤0.01%
500
396
$6.39K ﹤0.01%
300
397
$6.33K ﹤0.01%
100
398
$6.12K ﹤0.01%
126
399
$6.12K ﹤0.01%
14
400
$6.09K ﹤0.01%
78
14 15
16
17 18