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
$468M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.62M
3
+$2.11M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.94M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.07M

Top Sells

1
+$1.5M
2
+$897K
3
+$538K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$493K
5
WEC icon
WEC Energy
WEC
+$481K

Sector Composition

1 Technology 1.25%
2 Financials 0.72%
3 Industrials 0.66%
4 Consumer Discretionary 0.64%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.14K ﹤0.01%
34
477
$3.14K ﹤0.01%
43
478
$3.13K ﹤0.01%
22
479
$3.11K ﹤0.01%
14
+5
480
$3.08K ﹤0.01%
+40
481
$3.06K ﹤0.01%
2
482
$3.06K ﹤0.01%
21
483
$3.05K ﹤0.01%
102
+39
484
$3.05K ﹤0.01%
63
485
$3.01K ﹤0.01%
425
486
$3K ﹤0.01%
33
487
$3K ﹤0.01%
47
488
$2.97K ﹤0.01%
48
489
$2.94K ﹤0.01%
+66
490
$2.93K ﹤0.01%
94
491
$2.82K ﹤0.01%
27
492
$2.8K ﹤0.01%
46
493
$2.79K ﹤0.01%
37
494
$2.78K ﹤0.01%
38
495
$2.77K ﹤0.01%
21
496
$2.76K ﹤0.01%
43
497
$2.73K ﹤0.01%
5
+2
498
$2.7K ﹤0.01%
37
+18
499
$2.69K ﹤0.01%
77
500
$2.69K ﹤0.01%
130
+1
18 19
20
21 22