We are live on ! Find out more
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
$365M
AUM Growth
-$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$4.76M
3
+$4.09M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.55M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.45M

Top Sells

1
+$898K
2
+$743K
3
+$508K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$466K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$379K

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%
100
452
$3K ﹤0.01%
400
453
$3K ﹤0.01%
+15
454
$3K ﹤0.01%
25
455
$3K ﹤0.01%
+78
456
$3K ﹤0.01%
+98
457
$3K ﹤0.01%
+151
458
$3K ﹤0.01%
33
459
$3K ﹤0.01%
100
-100
460
$3K ﹤0.01%
83
-485
461
$3K ﹤0.01%
+3
462
$3K ﹤0.01%
+58
463
$2K ﹤0.01%
+52
464
$2K ﹤0.01%
15
+14
465
$2K ﹤0.01%
400
466
– –
0
467
$2K ﹤0.01%
+34
468
$2K ﹤0.01%
+53
469
$2K ﹤0.01%
+86
470
$2K ﹤0.01%
+48
471
$2K ﹤0.01%
+72
472
$2K ﹤0.01%
18
+13
473
$2K ﹤0.01%
77
+14
474
$2K ﹤0.01%
+120
475
$2K ﹤0.01%
+43
17 18
19
20 21