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
$489M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.94M
3
+$1.72M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.17M

Top Sells

1
+$484K
2
+$411K
3
+$360K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$357K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$324K

Sector Composition

1 Technology 1.33%
2 Industrials 0.63%
3 Consumer Discretionary 0.63%
4 Financials 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.54K ﹤0.01%
38
502
$2.54K ﹤0.01%
100
503
$2.52K ﹤0.01%
39
504
$2.51K ﹤0.01%
23
505
$2.49K ﹤0.01%
1
506
$2.49K ﹤0.01%
12
507
$2.48K ﹤0.01%
23
508
$2.46K ﹤0.01%
32
509
$2.43K ﹤0.01%
60
510
$2.43K ﹤0.01%
5
511
$2.42K ﹤0.01%
132
512
$2.41K ﹤0.01%
24
-14
513
$2.4K ﹤0.01%
+40
514
$2.4K ﹤0.01%
56
515
$2.38K ﹤0.01%
132
+2
516
$2.37K ﹤0.01%
66
517
$2.37K ﹤0.01%
80
518
$2.33K ﹤0.01%
8
519
$2.33K ﹤0.01%
63
-39
520
$2.32K ﹤0.01%
23
521
$2.32K ﹤0.01%
45
522
$2.31K ﹤0.01%
66
523
$2.31K ﹤0.01%
8
524
$2.29K ﹤0.01%
63
525
$2.29K ﹤0.01%
352
19 20
21
22 23