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
401
$5.5K ﹤0.01%
147
402
$5.43K ﹤0.01%
106
403
$5.38K ﹤0.01%
42
404
$5.24K ﹤0.01%
15
405
$5.18K ﹤0.01%
63
406
$5.18K ﹤0.01%
35
407
$5.09K ﹤0.01%
174
408
$5.04K ﹤0.01%
184
409
$4.86K ﹤0.01%
69
410
$4.83K ﹤0.01%
400
411
$4.8K ﹤0.01%
90
412
$4.78K ﹤0.01%
36
413
$4.76K ﹤0.01%
27
414
$4.68K ﹤0.01%
+14
415
$4.66K ﹤0.01%
300
416
$4.65K ﹤0.01%
60
417
$4.65K ﹤0.01%
200
418
$4.63K ﹤0.01%
17
419
$4.58K ﹤0.01%
37
420
$4.48K ﹤0.01%
31
421
$4.46K ﹤0.01%
189
422
$4.39K ﹤0.01%
17
423
$4.29K ﹤0.01%
36
424
$4.28K ﹤0.01%
196
425
$4.26K ﹤0.01%
154
15 16
17
18 19