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
$439M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.5M
3
+$6.09M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.34M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.14M

Top Sells

1
+$1.42M
2
+$1.03M
3
+$1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$873K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$618K

Sector Composition

1 Technology 1.13%
2 Financials 0.86%
3 Industrials 0.73%
4 Consumer Discretionary 0.7%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.1K ﹤0.01%
+83
477
$3.08K ﹤0.01%
18
+4
478
$3.01K ﹤0.01%
21
+12
479
$3.01K ﹤0.01%
100
480
$3.01K ﹤0.01%
67
+15
481
$3K ﹤0.01%
50
482
$2.98K ﹤0.01%
126
+42
483
$2.94K ﹤0.01%
+85
484
$2.92K ﹤0.01%
11
+6
485
$2.89K ﹤0.01%
+2
486
$2.87K ﹤0.01%
25
487
$2.87K ﹤0.01%
+85
488
$2.84K ﹤0.01%
37
+21
489
$2.84K ﹤0.01%
123
490
$2.83K ﹤0.01%
50
491
$2.83K ﹤0.01%
34
+19
492
$2.82K ﹤0.01%
43
493
$2.82K ﹤0.01%
122
+48
494
$2.8K ﹤0.01%
10
+4
495
$2.8K ﹤0.01%
400
496
$2.8K ﹤0.01%
24
+20
497
$2.77K ﹤0.01%
80
498
$2.74K ﹤0.01%
12
+5
499
$2.71K ﹤0.01%
45
-37
500
$2.69K ﹤0.01%
15
+14
18 19
20
21 22