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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
$365M
AUM Growth
-$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$4.76M
3
+$4.09M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.55M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.45M

Top Sells

1
+$898K
2
+$743K
3
+$508K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$466K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$379K

Sector Composition

1 Technology 1.29%
2 Financials 0.98%
3 Industrials 0.88%
4 Consumer Discretionary 0.77%
5 Utilities 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2K ﹤0.01%
4
+2
527
$2K ﹤0.01%
154
528
$2K ﹤0.01%
+45
529
$2K ﹤0.01%
23
+19
530
$2K ﹤0.01%
+17
531
$2K ﹤0.01%
+7
532
$2K ﹤0.01%
+59
533
$2K ﹤0.01%
+68
534
$2K ﹤0.01%
+30
535
$2K ﹤0.01%
118
+106
536
$2K ﹤0.01%
+155
537
$2K ﹤0.01%
50
538
$2K ﹤0.01%
70
539
$2K ﹤0.01%
+24
540
$2K ﹤0.01%
+12
541
$2K ﹤0.01%
+90
542
$2K ﹤0.01%
+148
543
$2K ﹤0.01%
+118
544
$2K ﹤0.01%
87
545
$2K ﹤0.01%
61
546
$2K ﹤0.01%
13
-1
547
$2K ﹤0.01%
+4
548
$2K ﹤0.01%
105
549
$2K ﹤0.01%
+27
550
$2K ﹤0.01%
+135
20 21
22
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