MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.77M
3
+$4.61M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.95M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.67M

Top Sells

1
+$1.57M
2
+$589K
3
+$563K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$383K
5
MMM icon
3M
MMM
+$335K

Sector Composition

1 Technology 1.6%
2 Industrials 0.53%
3 Financials 0.52%
4 Consumer Discretionary 0.41%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8.1K ﹤0.01%
58
-3
377
$8.09K ﹤0.01%
166
378
$7.91K ﹤0.01%
+118
379
$7.86K ﹤0.01%
45
380
$7.75K ﹤0.01%
400
381
$7.54K ﹤0.01%
500
382
$7.52K ﹤0.01%
314
383
$7.5K ﹤0.01%
63
384
$7.44K ﹤0.01%
600
385
$7.41K ﹤0.01%
299
386
$7.39K ﹤0.01%
30
387
$7.35K ﹤0.01%
1,063
388
$7.32K ﹤0.01%
195
389
$7.31K ﹤0.01%
13
390
$7.25K ﹤0.01%
21
391
$7.2K ﹤0.01%
200
392
$7.19K ﹤0.01%
111
393
$7.18K ﹤0.01%
28
394
$7.14K ﹤0.01%
+416
395
$7.12K ﹤0.01%
285
396
$7.04K ﹤0.01%
+536
397
$7K ﹤0.01%
500
398
$6.64K ﹤0.01%
583
399
$6.59K ﹤0.01%
78
400
$6.44K ﹤0.01%
111
14 15
16
17 18