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
$365M
AUM Growth
-$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$4.32M
3
+$3.73M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.39M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.33M

Top Sells

1
+$818K
2
+$663K
3
+$460K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$459K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$341K

Sector Composition

1 Technology 1.29%
2 Financials 0.98%
3 Industrials 0.88%
4 Consumer Discretionary 0.77%
5 Utilities 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
138
+120
452
$3K ﹤0.01%
100
453
$3K ﹤0.01%
400
454
$3K ﹤0.01%
+15
455
$3K ﹤0.01%
25
456
$3K ﹤0.01%
+78
457
$3K ﹤0.01%
+98
458
$3K ﹤0.01%
+151
459
$3K ﹤0.01%
33
460
$3K ﹤0.01%
100
-100
461
$3K ﹤0.01%
83
-485
462
$3K ﹤0.01%
+3
463
$2K ﹤0.01%
+4
464
$2K ﹤0.01%
+155
465
$2K ﹤0.01%
+43
466
$2K ﹤0.01%
18
-16
467
$2K ﹤0.01%
14
-4
468
$2K ﹤0.01%
63
469
$2K ﹤0.01%
16
+6
470
$2K ﹤0.01%
+185
471
$2K ﹤0.01%
+20
472
$2K ﹤0.01%
79
+1
473
$2K ﹤0.01%
+111
474
$2K ﹤0.01%
+52
475
$2K ﹤0.01%
15
+14
17 18
19
20 21