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
401
$5.63K ﹤0.01%
196
402
$5.63K ﹤0.01%
76
403
$5.61K ﹤0.01%
+100
404
$5.55K ﹤0.01%
14
405
$5.52K ﹤0.01%
63
406
$5.42K ﹤0.01%
70
+20
407
$5.38K ﹤0.01%
159
408
$5.27K ﹤0.01%
184
409
$5.15K ﹤0.01%
15
410
$5.11K ﹤0.01%
31
411
$5.03K ﹤0.01%
35
412
$4.96K ﹤0.01%
17
413
$4.9K ﹤0.01%
36
414
$4.9K ﹤0.01%
+200
415
$4.88K ﹤0.01%
106
416
$4.7K ﹤0.01%
37
417
$4.68K ﹤0.01%
42
418
$4.68K ﹤0.01%
147
419
$4.65K ﹤0.01%
200
420
$4.64K ﹤0.01%
189
421
$4.61K ﹤0.01%
209
422
$4.47K ﹤0.01%
174
423
$4.44K ﹤0.01%
174
424
$4.37K ﹤0.01%
36
425
$4.33K ﹤0.01%
22
15 16
17
18 19