MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.77M
3
+$4.61M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.95M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.67M

Top Sells

1
+$1.57M
2
+$589K
3
+$563K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$383K
5
MMM icon
3M
MMM
+$335K

Sector Composition

1 Technology 1.6%
2 Industrials 0.53%
3 Financials 0.52%
4 Consumer Discretionary 0.41%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.72K ﹤0.01%
14
427
$4.7K ﹤0.01%
35
428
$4.66K ﹤0.01%
52
429
$4.65K ﹤0.01%
+52
430
$4.64K ﹤0.01%
200
431
$4.64K ﹤0.01%
78
432
$4.6K ﹤0.01%
+84
433
$4.49K ﹤0.01%
174
434
$4.33K ﹤0.01%
300
435
$4.32K ﹤0.01%
39
436
$4.31K ﹤0.01%
174
437
$4.29K ﹤0.01%
1
438
$4.26K ﹤0.01%
10
439
$4.19K ﹤0.01%
154
440
$4.18K ﹤0.01%
50
-62
441
$4.18K ﹤0.01%
90
442
$4.16K ﹤0.01%
39
443
$4.15K ﹤0.01%
146
444
$4.14K ﹤0.01%
42
445
$4.03K ﹤0.01%
164
446
$4.01K ﹤0.01%
35
447
$3.96K ﹤0.01%
69
448
$3.96K ﹤0.01%
7
449
$3.94K ﹤0.01%
160
450
$3.92K ﹤0.01%
58
16 17
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