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
$849M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.77M
3
+$4.61M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.95M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.67M

Top Sells

1
+$1.57M
2
+$589K
3
+$563K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$383K
5
MMM icon
3M
MMM
+$335K

Sector Composition

1 Technology 1.6%
2 Industrials 0.53%
3 Financials 0.52%
4 Consumer Discretionary 0.41%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.92K ﹤0.01%
22
452
$3.9K ﹤0.01%
58
453
$3.9K ﹤0.01%
+293
454
$3.88K ﹤0.01%
65
455
$3.82K ﹤0.01%
38
456
$3.8K ﹤0.01%
45
457
$3.77K ﹤0.01%
9
458
$3.7K ﹤0.01%
87
459
$3.61K ﹤0.01%
57
460
$3.6K ﹤0.01%
22
461
$3.59K ﹤0.01%
11
462
$3.55K ﹤0.01%
35
463
$3.39K ﹤0.01%
25
464
$3.37K ﹤0.01%
39
465
$3.37K ﹤0.01%
80
466
$3.35K ﹤0.01%
22
467
$3.3K ﹤0.01%
21
468
$3.24K ﹤0.01%
292
469
$3.21K ﹤0.01%
23
470
$3.19K ﹤0.01%
21
471
$3.18K ﹤0.01%
17
472
$3.1K ﹤0.01%
8
473
$3.09K ﹤0.01%
37
474
$3.08K ﹤0.01%
10
475
$3.04K ﹤0.01%
233
17 18
19
20 21