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
$439M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.5M
3
+$6.09M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.34M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.14M

Top Sells

1
+$1.42M
2
+$1.03M
3
+$1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$873K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$618K

Sector Composition

1 Technology 1.13%
2 Financials 0.86%
3 Industrials 0.73%
4 Consumer Discretionary 0.7%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.48K ﹤0.01%
123
+45
427
$4.42K ﹤0.01%
72
-240
428
$4.41K ﹤0.01%
164
429
$4.4K ﹤0.01%
27
+16
430
$4.38K ﹤0.01%
17
+8
431
$4.37K ﹤0.01%
86
+28
432
$4.22K ﹤0.01%
17
+8
433
$4.18K ﹤0.01%
86
+46
434
$4.13K ﹤0.01%
49
435
$4.07K ﹤0.01%
255
+91
436
$3.94K ﹤0.01%
52
+15
437
$3.93K ﹤0.01%
260
+112
438
$3.91K ﹤0.01%
181
+70
439
$3.88K ﹤0.01%
387
+198
440
$3.88K ﹤0.01%
+22
441
$3.82K ﹤0.01%
+43
442
$3.75K ﹤0.01%
362
-45
443
$3.74K ﹤0.01%
83
+38
444
$3.73K ﹤0.01%
227
+89
445
$3.68K ﹤0.01%
+78
446
$3.66K ﹤0.01%
103
+44
447
$3.65K ﹤0.01%
180
+78
448
$3.6K ﹤0.01%
224
+69
449
$3.57K ﹤0.01%
31
+10
450
$3.56K ﹤0.01%
15
16 17
18
19 20