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
426
$2K ﹤0.01%
108
-109
427
$2K ﹤0.01%
135
-135
428
$2K ﹤0.01%
515
+215
429
$2K ﹤0.01%
168
-168
430
$2K ﹤0.01%
45
431
$2K ﹤0.01%
8
-8
432
$2K ﹤0.01%
13
+3
433
$2K ﹤0.01%
+230
434
$2K ﹤0.01%
+100
435
$2K ﹤0.01%
7
-7
436
$2K ﹤0.01%
33
437
$2K ﹤0.01%
54
438
$2K ﹤0.01%
222
+19
439
$2K ﹤0.01%
36
-39
440
$2K ﹤0.01%
16
-17
441
$2K ﹤0.01%
68
-23
442
$2K ﹤0.01%
6
-8
443
$2K ﹤0.01%
113
-113
444
$2K ﹤0.01%
14
-14
445
$2K ﹤0.01%
+11
446
$2K ﹤0.01%
154
447
$2K ﹤0.01%
8
-8
448
$2K ﹤0.01%
100
449
$2K ﹤0.01%
31
450
$2K ﹤0.01%
41
16 17
18
19 20