MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $849M
1-Year Est. Return 9.23%
This Quarter Est. Return
1 Year Est. Return
+9.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.5M
3
+$6.09M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.34M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.14M

Top Sells

1
+$1.42M
2
+$1.03M
3
+$1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$873K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$618K

Sector Composition

1 Technology 1.13%
2 Financials 0.86%
3 Industrials 0.73%
4 Consumer Discretionary 0.7%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.37K ﹤0.01%
16
+3
527
$2.35K ﹤0.01%
232
+84
528
$2.32K ﹤0.01%
28
+12
529
$2.32K ﹤0.01%
500
530
$2.3K ﹤0.01%
23
531
$2.29K ﹤0.01%
45
+31
532
$2.29K ﹤0.01%
+15
533
$2.25K ﹤0.01%
+94
534
$2.25K ﹤0.01%
+44
535
$2.25K ﹤0.01%
23
-4
536
$2.23K ﹤0.01%
52
+22
537
$2.22K ﹤0.01%
329
+182
538
$2.21K ﹤0.01%
79
539
$2.21K ﹤0.01%
+33
540
$2.19K ﹤0.01%
155
541
$2.19K ﹤0.01%
+48
542
$2.17K ﹤0.01%
77
+24
543
$2.17K ﹤0.01%
+33
544
$2.14K ﹤0.01%
9
+1
545
$2.13K ﹤0.01%
60
+19
546
$2.13K ﹤0.01%
25
+1
547
$2.13K ﹤0.01%
+39
548
$2.12K ﹤0.01%
7
+4
549
$2.12K ﹤0.01%
+196
550
$2.12K ﹤0.01%
52
+21
20 21
22
23 24