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
$468M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.62M
3
+$2.11M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.94M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.07M

Top Sells

1
+$1.5M
2
+$897K
3
+$538K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$493K
5
WEC icon
WEC Energy
WEC
+$481K

Sector Composition

1 Technology 1.25%
2 Financials 0.72%
3 Industrials 0.66%
4 Consumer Discretionary 0.64%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.68K ﹤0.01%
22
502
$2.65K ﹤0.01%
42
503
$2.65K ﹤0.01%
37
504
$2.64K ﹤0.01%
10
505
$2.62K ﹤0.01%
105
506
$2.6K ﹤0.01%
362
507
$2.6K ﹤0.01%
16
508
$2.6K ﹤0.01%
23
509
$2.56K ﹤0.01%
24
510
$2.56K ﹤0.01%
232
511
$2.56K ﹤0.01%
8
512
$2.52K ﹤0.01%
60
513
$2.51K ﹤0.01%
42
514
$2.5K ﹤0.01%
39
515
$2.49K ﹤0.01%
66
516
$2.47K ﹤0.01%
80
517
$2.47K ﹤0.01%
16
518
$2.47K ﹤0.01%
100
519
$2.46K ﹤0.01%
352
520
$2.46K ﹤0.01%
1
521
$2.45K ﹤0.01%
12
522
$2.42K ﹤0.01%
44
523
$2.42K ﹤0.01%
12
+4
524
$2.41K ﹤0.01%
56
525
$2.4K ﹤0.01%
7
19 20
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22 23