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
$489M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.94M
3
+$1.72M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.17M

Top Sells

1
+$484K
2
+$411K
3
+$360K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$357K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$324K

Sector Composition

1 Technology 1.33%
2 Industrials 0.63%
3 Consumer Discretionary 0.63%
4 Financials 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.62K ﹤0.01%
21
427
$4.62K ﹤0.01%
200
428
$4.6K ﹤0.01%
200
429
$4.57K ﹤0.01%
106
430
$4.42K ﹤0.01%
260
431
$4.33K ﹤0.01%
166
432
$4.28K ﹤0.01%
255
433
$4.2K ﹤0.01%
123
434
$4.18K ﹤0.01%
180
435
$4.04K ﹤0.01%
387
436
$4.01K ﹤0.01%
227
437
$3.98K ﹤0.01%
15
438
$3.92K ﹤0.01%
83
439
$3.91K ﹤0.01%
46
440
$3.87K ﹤0.01%
67
441
$3.85K ﹤0.01%
50
442
$3.83K ﹤0.01%
195
443
$3.77K ﹤0.01%
224
444
$3.75K ﹤0.01%
52
445
$3.72K ﹤0.01%
126
446
$3.66K ﹤0.01%
17
447
$3.58K ﹤0.01%
400
448
$3.53K ﹤0.01%
230
449
$3.52K ﹤0.01%
49
450
$3.51K ﹤0.01%
43
16 17
18
19 20