MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$28M
3
+$8.04M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.74M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.16M

Top Sells

1
+$22.8M
2
+$22.1M
3
+$3M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.35M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$705K

Sector Composition

1 Technology 1.53%
2 Industrials 0.57%
3 Financials 0.52%
4 Consumer Discretionary 0.42%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.32K ﹤0.01%
58
427
$4.25K ﹤0.01%
27
428
$4.21K ﹤0.01%
90
429
$4.16K ﹤0.01%
63
430
$4.1K ﹤0.01%
80
431
$4.03K ﹤0.01%
78
432
$4K ﹤0.01%
39
433
$3.94K ﹤0.01%
39
434
$3.91K ﹤0.01%
38
435
$3.83K ﹤0.01%
10
436
$3.78K ﹤0.01%
14
437
$3.77K ﹤0.01%
87
438
$3.77K ﹤0.01%
154
439
$3.76K ﹤0.01%
87
440
$3.72K ﹤0.01%
72
441
$3.71K ﹤0.01%
1
442
$3.69K ﹤0.01%
69
443
$3.68K ﹤0.01%
35
444
$3.63K ﹤0.01%
58
445
$3.58K ﹤0.01%
57
446
$3.58K ﹤0.01%
52
447
$3.57K ﹤0.01%
45
448
$3.57K ﹤0.01%
7
449
$3.53K ﹤0.01%
21
450
$3.52K ﹤0.01%
300
16 17
18
19 20