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
$791M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$28M
3
+$8.04M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.74M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.16M

Top Sells

1
+$22.8M
2
+$22.1M
3
+$3M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.35M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$705K

Sector Composition

1 Technology 1.53%
2 Industrials 0.57%
3 Financials 0.52%
4 Consumer Discretionary 0.42%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.08K ﹤0.01%
80
502
$2.08K ﹤0.01%
2
503
$2.07K ﹤0.01%
16
504
$2.07K ﹤0.01%
78
505
$2.04K ﹤0.01%
7
506
$1.84K ﹤0.01%
14
507
$1.8K ﹤0.01%
97
508
$1.79K ﹤0.01%
38
509
$1.7K ﹤0.01%
41
510
$1.69K ﹤0.01%
75
511
$1.68K ﹤0.01%
75
512
$1.63K ﹤0.01%
8
513
$1.58K ﹤0.01%
89
514
$1.55K ﹤0.01%
154
515
$1.55K ﹤0.01%
12
516
$1.54K ﹤0.01%
28
517
$1.53K ﹤0.01%
148
518
$1.5K ﹤0.01%
26
-43
519
$1.45K ﹤0.01%
7
520
$1.45K ﹤0.01%
48
521
$1.44K ﹤0.01%
39
522
$1.41K ﹤0.01%
14
523
$1.41K ﹤0.01%
43
524
$1.38K ﹤0.01%
25
-6
525
$1.37K ﹤0.01%
100
19 20
21
22 23