MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$28M
3
+$8.04M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.74M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.16M

Top Sells

1
+$22.8M
2
+$22.1M
3
+$3M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.35M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$705K

Sector Composition

1 Technology 1.53%
2 Industrials 0.57%
3 Financials 0.52%
4 Consumer Discretionary 0.42%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.43K ﹤0.01%
65
452
$3.39K ﹤0.01%
55
453
$3.38K ﹤0.01%
22
454
$3.35K ﹤0.01%
164
455
$3.33K ﹤0.01%
22
456
$3.29K ﹤0.01%
146
457
$3.26K ﹤0.01%
160
458
$3.17K ﹤0.01%
25
459
$3.11K ﹤0.01%
21
460
$3.07K ﹤0.01%
11
461
$3.05K ﹤0.01%
39
462
$3.04K ﹤0.01%
2
463
$2.99K ﹤0.01%
292
464
$2.98K ﹤0.01%
35
465
$2.94K ﹤0.01%
23
466
$2.87K ﹤0.01%
37
467
$2.85K ﹤0.01%
30
468
$2.85K ﹤0.01%
233
469
$2.83K ﹤0.01%
39
470
$2.82K ﹤0.01%
17
471
$2.81K ﹤0.01%
50
472
$2.81K ﹤0.01%
22
473
$2.76K ﹤0.01%
120
474
$2.7K ﹤0.01%
25
475
$2.69K ﹤0.01%
33
17 18
19
20 21