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
$468M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.62M
3
+$2.11M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.94M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.07M

Top Sells

1
+$1.5M
2
+$897K
3
+$538K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$493K
5
WEC icon
WEC Energy
WEC
+$481K

Sector Composition

1 Technology 1.25%
2 Financials 0.72%
3 Industrials 0.66%
4 Consumer Discretionary 0.64%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.37K ﹤0.01%
43
527
$2.36K ﹤0.01%
45
528
$2.33K ﹤0.01%
66
529
$2.31K ﹤0.01%
11
530
$2.31K ﹤0.01%
156
531
$2.29K ﹤0.01%
104
-29
532
$2.28K ﹤0.01%
78
533
– –
0
534
$2.23K ﹤0.01%
32
535
$2.22K ﹤0.01%
329
536
$2.21K ﹤0.01%
39
537
$2.2K ﹤0.01%
45
538
$2.2K ﹤0.01%
20
539
$2.2K ﹤0.01%
15
540
$2.19K ﹤0.01%
122
541
$2.18K ﹤0.01%
52
542
$2.18K ﹤0.01%
48
543
$2.16K ﹤0.01%
39
544
$2.15K ﹤0.01%
14
-1
545
$2.15K ﹤0.01%
123
546
$2.14K ﹤0.01%
88
547
$2.14K ﹤0.01%
23
548
$2.1K ﹤0.01%
33
549
$2.08K ﹤0.01%
28
550
$2.08K ﹤0.01%
33
20 21
22
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