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
$849M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.77M
3
+$4.61M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.95M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.67M

Top Sells

1
+$1.57M
2
+$589K
3
+$563K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$383K
5
MMM icon
3M
MMM
+$335K

Sector Composition

1 Technology 1.6%
2 Industrials 0.53%
3 Financials 0.52%
4 Consumer Discretionary 0.41%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.17K ﹤0.01%
16
502
$2.17K ﹤0.01%
14
503
$2.16K ﹤0.01%
77
504
$2.12K ﹤0.01%
27
505
$2.06K ﹤0.01%
+158
506
$2.04K ﹤0.01%
14
507
$2.03K ﹤0.01%
12
508
$2K ﹤0.01%
75
509
$1.96K ﹤0.01%
16
510
$1.96K ﹤0.01%
50
511
$1.96K ﹤0.01%
154
512
$1.96K ﹤0.01%
97
513
$1.94K ﹤0.01%
38
514
$1.91K ﹤0.01%
2
515
$1.9K ﹤0.01%
362
516
$1.77K ﹤0.01%
89
517
$1.73K ﹤0.01%
41
518
$1.65K ﹤0.01%
7
519
$1.48K ﹤0.01%
43
520
$1.47K ﹤0.01%
100
521
$1.44K ﹤0.01%
10
522
$1.4K ﹤0.01%
28
523
$1.36K ﹤0.01%
200
524
$1.36K ﹤0.01%
14
525
$1.35K ﹤0.01%
250
19 20
21
22 23