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
$723M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.1M
3
+$3.67M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.62M

Top Sells

1
+$7.95M
2
+$7.82M
3
+$764K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$481K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$372K

Sector Composition

1 Technology 1.38%
2 Financials 0.55%
3 Industrials 0.54%
4 Consumer Discretionary 0.46%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.24K ﹤0.01%
72
427
$4.15K ﹤0.01%
146
428
$4.06K ﹤0.01%
160
429
$4.04K ﹤0.01%
63
430
$4.01K ﹤0.01%
233
431
$3.91K ﹤0.01%
35
432
$3.86K ﹤0.01%
174
433
$3.81K ﹤0.01%
1
434
$3.8K ﹤0.01%
39
435
$3.71K ﹤0.01%
87
436
$3.7K ﹤0.01%
209
-18
437
$3.7K ﹤0.01%
22
438
$3.65K ﹤0.01%
58
439
$3.64K ﹤0.01%
70
440
$3.61K ﹤0.01%
78
441
$3.46K ﹤0.01%
10
442
$3.41K ﹤0.01%
39
443
$3.41K ﹤0.01%
57
444
$3.4K ﹤0.01%
58
445
$3.37K ﹤0.01%
22
446
$3.36K ﹤0.01%
45
447
$3.32K ﹤0.01%
38
448
$3.31K ﹤0.01%
21
449
$3.29K ﹤0.01%
87
450
$3.27K ﹤0.01%
33
16 17
18
19 20