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
$723M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.1M
3
+$3.67M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.62M

Top Sells

1
+$7.95M
2
+$7.82M
3
+$764K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$481K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$372K

Sector Composition

1 Technology 1.38%
2 Financials 0.55%
3 Industrials 0.54%
4 Consumer Discretionary 0.46%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.26K ﹤0.01%
84
-856
452
$3.25K ﹤0.01%
69
453
$3.12K ﹤0.01%
65
454
$3.12K ﹤0.01%
292
455
$3.08K ﹤0.01%
+50
456
$3.04K ﹤0.01%
7
457
$2.91K ﹤0.01%
52
458
$2.91K ﹤0.01%
17
459
$2.89K ﹤0.01%
21
460
$2.88K ﹤0.01%
23
461
$2.87K ﹤0.01%
22
462
$2.87K ﹤0.01%
25
463
$2.87K ﹤0.01%
80
464
$2.85K ﹤0.01%
25
465
$2.83K ﹤0.01%
200
466
$2.81K ﹤0.01%
22
467
$2.8K ﹤0.01%
14
468
$2.79K ﹤0.01%
27
469
$2.77K ﹤0.01%
9
470
$2.77K ﹤0.01%
2
471
$2.71K ﹤0.01%
120
472
$2.7K ﹤0.01%
8
473
$2.67K ﹤0.01%
68
474
$2.66K ﹤0.01%
53
-499
475
$2.66K ﹤0.01%
362
17 18
19
20 21