MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $791M
1-Year Est. Return 10.3%
This Quarter Est. Return
1 Year Est. Return
+10.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$21.3M
3
+$16.3M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$8.38M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$7.82M

Top Sells

1
+$88.7K
2
+$22K
3
+$18.2K
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$13K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11K

Sector Composition

1 Technology 1.2%
2 Financials 0.92%
3 Industrials 0.88%
4 Consumer Discretionary 0.69%
5 Utilities 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
31
-33
402
$2K ﹤0.01%
+87
403
$2K ﹤0.01%
+61
404
$2K ﹤0.01%
95
-95
405
$2K ﹤0.01%
228
-228
406
$2K ﹤0.01%
26
-24
407
$2K ﹤0.01%
+88
408
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7
-6
409
$2K ﹤0.01%
9
-8
410
$2K ﹤0.01%
+23
411
$2K ﹤0.01%
+100
412
$2K ﹤0.01%
131
-131
413
$2K ﹤0.01%
+75
414
$2K ﹤0.01%
137
+45
415
$2K ﹤0.01%
12
-14
416
$2K ﹤0.01%
67
417
$2K ﹤0.01%
18
-16
418
$2K ﹤0.01%
39
-39
419
$2K ﹤0.01%
+63
420
$2K ﹤0.01%
30
-30
421
$2K ﹤0.01%
30
422
$2K ﹤0.01%
44
-44
423
$2K ﹤0.01%
+75
424
$2K ﹤0.01%
28
-26
425
$2K ﹤0.01%
2
-2
15 16
17
18 19