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
$723M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.1M
3
+$3.67M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.62M

Top Sells

1
+$7.95M
2
+$7.82M
3
+$764K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$481K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$372K

Sector Composition

1 Technology 1.38%
2 Financials 0.55%
3 Industrials 0.54%
4 Consumer Discretionary 0.46%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.04K ﹤0.01%
39
502
$2.03K ﹤0.01%
97
503
$1.98K ﹤0.01%
2
504
$1.95K ﹤0.01%
25
505
$1.93K ﹤0.01%
22
506
$1.93K ﹤0.01%
16
507
$1.87K ﹤0.01%
30
508
$1.76K ﹤0.01%
89
509
$1.72K ﹤0.01%
154
510
$1.72K ﹤0.01%
41
511
$1.71K ﹤0.01%
75
512
$1.7K ﹤0.01%
8
513
$1.66K ﹤0.01%
39
514
$1.65K ﹤0.01%
38
515
$1.64K ﹤0.01%
81
516
$1.62K ﹤0.01%
28
517
$1.58K ﹤0.01%
300
518
$1.55K ﹤0.01%
14
519
$1.53K ﹤0.01%
12
520
$1.43K ﹤0.01%
16
521
$1.42K ﹤0.01%
49
522
$1.37K ﹤0.01%
148
523
$1.32K ﹤0.01%
7
524
$1.31K ﹤0.01%
48
525
$1.25K ﹤0.01%
100
19 20
21
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