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
$468M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.62M
3
+$2.11M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.94M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.07M

Top Sells

1
+$1.5M
2
+$897K
3
+$538K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$493K
5
WEC icon
WEC Energy
WEC
+$481K

Sector Composition

1 Technology 1.25%
2 Financials 0.72%
3 Industrials 0.66%
4 Consumer Discretionary 0.64%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.82K ﹤0.01%
78
452
$3.71K ﹤0.01%
43
453
$3.69K ﹤0.01%
224
454
$3.68K ﹤0.01%
387
455
$3.65K ﹤0.01%
67
456
$3.65K ﹤0.01%
49
457
$3.62K ﹤0.01%
52
458
$3.62K ﹤0.01%
400
459
$3.6K ﹤0.01%
83
460
$3.56K ﹤0.01%
87
461
$3.5K ﹤0.01%
168
+96
462
$3.47K ﹤0.01%
57
463
$3.41K ﹤0.01%
106
464
$3.4K ﹤0.01%
126
465
$3.37K ﹤0.01%
15
466
$3.36K ﹤0.01%
38
+14
467
$3.32K ﹤0.01%
8
468
$3.31K ﹤0.01%
40
469
$3.28K ﹤0.01%
25
470
$3.25K ﹤0.01%
90
471
$3.23K ﹤0.01%
14
472
$3.19K ﹤0.01%
27
473
$3.18K ﹤0.01%
75
474
$3.17K ﹤0.01%
181
475
$3.16K ﹤0.01%
46
17 18
19
20 21