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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
$372M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$23.2M
3
+$16.4M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$9.05M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$8.66M

Top Sells

1
+$84.4K
2
+$22K
3
+$19K
4
BSAC icon
Banco Santander Chile
BSAC
+$13.8K
5
APTS
Preferred Apartment Communities, Inc.
APTS
+$13K

Sector Composition

1 Technology 1.2%
2 Financials 0.92%
3 Industrials 0.88%
4 Consumer Discretionary 0.69%
5 Utilities 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
64
-62
502
$1K ﹤0.01%
10
-8
503
$1K ﹤0.01%
100
-98
504
$1K ﹤0.01%
+75
505
$1K ﹤0.01%
17
-15
506
$1K ﹤0.01%
15
-14
507
$1K ﹤0.01%
+24
508
$1K ﹤0.01%
5
-5
509
$1K ﹤0.01%
13
-16
510
$1K ﹤0.01%
+100
511
$1K ﹤0.01%
73
-72
512
$1K ﹤0.01%
8
-8
513
$1K ﹤0.01%
3
-1
514
$1K ﹤0.01%
70
-69
515
$1K ﹤0.01%
+11
516
$1K ﹤0.01%
25
-26
517
$1K ﹤0.01%
30
-32
518
$1K ﹤0.01%
7
-5
519
$1K ﹤0.01%
40
520
$1K ﹤0.01%
4
-3
521
$1K ﹤0.01%
+4
522
$1K ﹤0.01%
2
-2
523
$1K ﹤0.01%
6
-7
524
$1K ﹤0.01%
2
-2
525
$1K ﹤0.01%
10
-8
19 20
21
22 23