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
$723M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.1M
3
+$3.67M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.62M

Top Sells

1
+$7.95M
2
+$7.82M
3
+$764K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$481K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$372K

Sector Composition

1 Technology 1.38%
2 Financials 0.55%
3 Industrials 0.54%
4 Consumer Discretionary 0.46%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7.24K ﹤0.01%
182
377
$7.13K ﹤0.01%
308
378
$7.1K ﹤0.01%
21
379
$7.07K ﹤0.01%
500
380
$6.91K ﹤0.01%
285
381
$6.9K ﹤0.01%
206
382
$6.82K ﹤0.01%
28
383
$6.66K ﹤0.01%
160
384
$6.65K ﹤0.01%
159
385
$6.64K ﹤0.01%
107
386
$6.55K ﹤0.01%
22
387
$6.53K ﹤0.01%
583
388
$6.52K ﹤0.01%
299
389
$6.51K ﹤0.01%
30
390
$6.43K ﹤0.01%
541
391
$6.14K ﹤0.01%
102
392
$6.13K ﹤0.01%
76
+41
393
$6.01K ﹤0.01%
19
394
$5.96K ﹤0.01%
36
395
$5.92K ﹤0.01%
195
396
$5.92K ﹤0.01%
16
397
$5.88K ﹤0.01%
14
398
$5.88K ﹤0.01%
2,000
399
$5.84K ﹤0.01%
111
400
$5.64K ﹤0.01%
78
14 15
16
17 18