MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$23.2M
3
+$16.4M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$9.05M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$8.66M

Top Sells

1
+$84.4K
2
+$22K
3
+$19K
4
BSAC icon
Banco Santander Chile
BSAC
+$13.8K
5
APTS
Preferred Apartment Communities, Inc.
APTS
+$13K

Sector Composition

1 Technology 1.2%
2 Financials 0.92%
3 Industrials 0.88%
4 Consumer Discretionary 0.69%
5 Utilities 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1K ﹤0.01%
14
-15
527
$1K ﹤0.01%
24
-36
528
$1K ﹤0.01%
8
-7
529
$1K ﹤0.01%
2
-3
530
$1K ﹤0.01%
45
-45
531
$1K ﹤0.01%
6
-7
532
$1K ﹤0.01%
2
-2
533
$1K ﹤0.01%
10
-8
534
$1K ﹤0.01%
55
-55
535
$1K ﹤0.01%
40
-40
536
$1K ﹤0.01%
+7
537
$1K ﹤0.01%
25
-24
538
$1K ﹤0.01%
23
-23
539
$1K ﹤0.01%
10
-10
540
$1K ﹤0.01%
10
-9
541
$1K ﹤0.01%
31
-28
542
$1K ﹤0.01%
18
-19
543
$1K ﹤0.01%
53
-3
544
$1K ﹤0.01%
71
-70
545
$1K ﹤0.01%
+75
546
$1K ﹤0.01%
33
547
$1K ﹤0.01%
81
-81
548
$1K ﹤0.01%
+21
549
$1K ﹤0.01%
4
-4
550
$1K ﹤0.01%
46
-46
20 21
22
23 24