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
$489M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.94M
3
+$1.72M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.17M

Top Sells

1
+$484K
2
+$411K
3
+$360K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$357K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$324K

Sector Composition

1 Technology 1.33%
2 Industrials 0.63%
3 Consumer Discretionary 0.63%
4 Financials 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5.6K ﹤0.01%
39
402
$5.59K ﹤0.01%
146
403
$5.59K ﹤0.01%
299
404
$5.58K ﹤0.01%
233
405
$5.53K ﹤0.01%
27
406
$5.31K ﹤0.01%
120
407
$5.31K ﹤0.01%
94
408
$5.28K ﹤0.01%
78
409
$5.25K ﹤0.01%
166
410
$5.2K ﹤0.01%
27
411
$5.16K ﹤0.01%
197
412
$5.06K ﹤0.01%
28
413
$5.05K ﹤0.01%
1,063
414
$5.02K ﹤0.01%
596
415
$4.97K ﹤0.01%
22
416
$4.97K ﹤0.01%
55
417
$4.96K ﹤0.01%
123
418
$4.95K ﹤0.01%
31
419
$4.94K ﹤0.01%
86
420
$4.9K ﹤0.01%
138
421
$4.86K ﹤0.01%
86
422
$4.86K ﹤0.01%
147
423
$4.81K ﹤0.01%
22
424
$4.8K ﹤0.01%
66
425
$4.73K ﹤0.01%
154
15 16
17
18 19