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
$489M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.94M
3
+$1.72M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.17M

Top Sells

1
+$484K
2
+$411K
3
+$360K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$357K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$324K

Sector Composition

1 Technology 1.33%
2 Industrials 0.63%
3 Consumer Discretionary 0.63%
4 Financials 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.98K ﹤0.01%
48
477
$2.97K ﹤0.01%
46
478
$2.96K ﹤0.01%
16
479
$2.95K ﹤0.01%
75
480
$2.91K ﹤0.01%
21
481
$2.88K ﹤0.01%
46
482
$2.87K ﹤0.01%
43
483
$2.86K ﹤0.01%
90
484
$2.83K ﹤0.01%
42
485
$2.78K ﹤0.01%
33
486
$2.77K ﹤0.01%
52
487
$2.71K ﹤0.01%
39
488
$2.71K ﹤0.01%
24
489
$2.65K ﹤0.01%
63
490
$2.64K ﹤0.01%
425
491
$2.63K ﹤0.01%
77
492
$2.62K ﹤0.01%
2
493
$2.62K ﹤0.01%
16
494
$2.62K ﹤0.01%
7
495
– –
0
496
$2.57K ﹤0.01%
156
497
$2.57K ﹤0.01%
105
498
$2.56K ﹤0.01%
57
499
$2.56K ﹤0.01%
44
500
$2.55K ﹤0.01%
23
18 19
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21 22