MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$28M
3
+$8.04M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.74M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.16M

Top Sells

1
+$22.8M
2
+$22.1M
3
+$3M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.35M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$705K

Sector Composition

1 Technology 1.53%
2 Industrials 0.57%
3 Financials 0.52%
4 Consumer Discretionary 0.42%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.67K ﹤0.01%
27
477
$2.67K ﹤0.01%
105
478
$2.62K ﹤0.01%
34
479
$2.61K ﹤0.01%
68
480
$2.61K ﹤0.01%
8
481
$2.61K ﹤0.01%
10
482
$2.6K ﹤0.01%
25
483
$2.59K ﹤0.01%
9
484
$2.58K ﹤0.01%
27
485
$2.52K ﹤0.01%
53
486
$2.49K ﹤0.01%
8
487
$2.49K ﹤0.01%
20
488
$2.48K ﹤0.01%
77
489
$2.46K ﹤0.01%
14
490
$2.38K ﹤0.01%
155
491
$2.35K ﹤0.01%
22
492
$2.31K ﹤0.01%
+27
493
$2.31K ﹤0.01%
4
494
$2.3K ﹤0.01%
25
495
$2.28K ﹤0.01%
42
496
$2.26K ﹤0.01%
33
497
$2.25K ﹤0.01%
123
498
$2.23K ﹤0.01%
16
499
$2.16K ﹤0.01%
362
500
$2.15K ﹤0.01%
81
18 19
20
21 22