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
$723M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.1M
3
+$3.67M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.62M

Top Sells

1
+$7.95M
2
+$7.82M
3
+$764K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$481K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$372K

Sector Composition

1 Technology 1.38%
2 Financials 0.55%
3 Industrials 0.54%
4 Consumer Discretionary 0.46%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.65K ﹤0.01%
105
477
$2.63K ﹤0.01%
20
478
$2.59K ﹤0.01%
+37
479
$2.59K ﹤0.01%
123
480
$2.57K ﹤0.01%
39
481
$2.55K ﹤0.01%
42
482
$2.53K ﹤0.01%
14
483
$2.53K ﹤0.01%
164
484
$2.51K ﹤0.01%
50
485
$2.48K ﹤0.01%
35
486
$2.4K ﹤0.01%
55
487
$2.4K ﹤0.01%
16
488
$2.4K ﹤0.01%
34
489
$2.36K ﹤0.01%
25
490
$2.33K ﹤0.01%
10
491
$2.33K ﹤0.01%
11
492
$2.28K ﹤0.01%
8
493
$2.26K ﹤0.01%
4
494
$2.23K ﹤0.01%
7
495
$2.2K ﹤0.01%
155
496
$2.16K ﹤0.01%
77
497
$2.14K ﹤0.01%
27
498
$2.13K ﹤0.01%
33
499
$2.12K ﹤0.01%
80
500
$2.05K ﹤0.01%
75
18 19
20
21 22