MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$28M
3
+$8.04M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.74M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.16M

Top Sells

1
+$22.8M
2
+$22.1M
3
+$3M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.35M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$705K

Sector Composition

1 Technology 1.53%
2 Industrials 0.57%
3 Financials 0.52%
4 Consumer Discretionary 0.42%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7.41K ﹤0.01%
+314
377
$7.41K ﹤0.01%
103
378
$7.4K ﹤0.01%
45
-44
379
$7.39K ﹤0.01%
107
380
$7.26K ﹤0.01%
28
381
$7.09K ﹤0.01%
500
382
$6.85K ﹤0.01%
22
383
$6.83K ﹤0.01%
13
384
$6.67K ﹤0.01%
19
385
$6.47K ﹤0.01%
111
386
$6.44K ﹤0.01%
21
387
$6.39K ﹤0.01%
102
388
$6.37K ﹤0.01%
583
389
$6.37K ﹤0.01%
166
390
$6.26K ﹤0.01%
78
391
$6.26K ﹤0.01%
30
392
$6.24K ﹤0.01%
195
393
$6.2K ﹤0.01%
299
394
$6.17K ﹤0.01%
160
395
$6.04K ﹤0.01%
70
396
$5.84K ﹤0.01%
36
397
$5.78K ﹤0.01%
2,000
398
$5.73K ﹤0.01%
285
399
$5.67K ﹤0.01%
400
400
$5.65K ﹤0.01%
17
14 15
16
17 18