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
401
$6.33K ﹤0.01%
160
402
$6.21K ﹤0.01%
31
403
$6.13K ﹤0.01%
102
404
$5.94K ﹤0.01%
17
405
$5.88K ﹤0.01%
70
406
$5.8K ﹤0.01%
17
407
$5.73K ﹤0.01%
184
408
$5.71K ﹤0.01%
76
409
$5.69K ﹤0.01%
70
410
$5.58K ﹤0.01%
200
411
$5.53K ﹤0.01%
22
412
$5.46K ﹤0.01%
159
413
$5.25K ﹤0.01%
22
414
$5.19K ﹤0.01%
15
415
$5.15K ﹤0.01%
147
416
$5.13K ﹤0.01%
27
417
$5.07K ﹤0.01%
36
418
$5.04K ﹤0.01%
100
419
$5.03K ﹤0.01%
63
420
$4.99K ﹤0.01%
36
421
$4.97K ﹤0.01%
189
422
$4.94K ﹤0.01%
37
423
$4.89K ﹤0.01%
106
424
$4.88K ﹤0.01%
30
425
$4.82K ﹤0.01%
36
15 16
17
18 19