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
$489M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.94M
3
+$1.72M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.17M

Top Sells

1
+$484K
2
+$411K
3
+$360K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$357K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$324K

Sector Composition

1 Technology 1.33%
2 Industrials 0.63%
3 Consumer Discretionary 0.63%
4 Financials 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.5K ﹤0.01%
25
452
$3.5K ﹤0.01%
37
453
$3.48K ﹤0.01%
87
454
$3.46K ﹤0.01%
5
-4
455
$3.41K ﹤0.01%
40
456
$3.4K ﹤0.01%
321
457
$3.36K ﹤0.01%
34
458
$3.33K ﹤0.01%
78
459
$3.3K ﹤0.01%
22
460
$3.29K ﹤0.01%
7
-2
461
$3.27K ﹤0.01%
42
462
$3.21K ﹤0.01%
8
463
$3.19K ﹤0.01%
89
464
$3.17K ﹤0.01%
232
465
$3.16K ﹤0.01%
47
466
$3.16K ﹤0.01%
43
467
$3.12K ﹤0.01%
181
468
$3.1K ﹤0.01%
27
469
$3.07K ﹤0.01%
21
470
$3.04K ﹤0.01%
10
471
$3.02K ﹤0.01%
18
-7
472
$3.01K ﹤0.01%
14
473
$2.99K ﹤0.01%
37
474
$2.99K ﹤0.01%
27
475
$2.98K ﹤0.01%
362
17 18
19
20 21