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
$468M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.62M
3
+$2.11M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.94M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.07M

Top Sells

1
+$1.5M
2
+$897K
3
+$538K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$493K
5
WEC icon
WEC Energy
WEC
+$481K

Sector Composition

1 Technology 1.25%
2 Financials 0.72%
3 Industrials 0.66%
4 Consumer Discretionary 0.64%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.82K ﹤0.01%
22
427
$4.79K ﹤0.01%
166
428
$4.74K ﹤0.01%
120
+50
429
$4.68K ﹤0.01%
21
-12
430
$4.64K ﹤0.01%
86
431
$4.63K ﹤0.01%
200
432
$4.58K ﹤0.01%
200
433
$4.55K ﹤0.01%
1,063
434
$4.52K ﹤0.01%
154
-10
435
$4.44K ﹤0.01%
123
436
$4.43K ﹤0.01%
86
437
$4.22K ﹤0.01%
22
438
$4.18K ﹤0.01%
89
439
$4.15K ﹤0.01%
227
440
$4.15K ﹤0.01%
50
-50
441
$4.1K ﹤0.01%
46
442
$4.06K ﹤0.01%
255
443
$4.05K ﹤0.01%
195
444
$4.04K ﹤0.01%
25
+7
445
$4.03K ﹤0.01%
72
446
$3.97K ﹤0.01%
180
447
$3.91K ﹤0.01%
260
448
$3.89K ﹤0.01%
31
449
$3.88K ﹤0.01%
17
450
$3.86K ﹤0.01%
321
16 17
18
19 20