MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.77M
3
+$4.61M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.95M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.67M

Top Sells

1
+$1.57M
2
+$589K
3
+$563K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$383K
5
MMM icon
3M
MMM
+$335K

Sector Composition

1 Technology 1.6%
2 Industrials 0.53%
3 Financials 0.52%
4 Consumer Discretionary 0.41%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.99K ﹤0.01%
123
477
$2.89K ﹤0.01%
68
478
$2.86K ﹤0.01%
20
479
$2.84K ﹤0.01%
38
480
$2.83K ﹤0.01%
55
481
$2.81K ﹤0.01%
25
482
$2.79K ﹤0.01%
39
483
$2.77K ﹤0.01%
8
484
$2.77K ﹤0.01%
33
485
$2.76K ﹤0.01%
78
486
$2.68K ﹤0.01%
105
487
$2.64K ﹤0.01%
155
488
$2.64K ﹤0.01%
2
489
$2.62K ﹤0.01%
53
490
$2.61K ﹤0.01%
22
491
$2.56K ﹤0.01%
27
492
$2.47K ﹤0.01%
27
493
$2.41K ﹤0.01%
33
494
$2.38K ﹤0.01%
34
495
$2.33K ﹤0.01%
25
496
$2.28K ﹤0.01%
14
497
$2.27K ﹤0.01%
4
498
$2.24K ﹤0.01%
25
499
$2.21K ﹤0.01%
80
500
$2.17K ﹤0.01%
7
18 19
20
21 22