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
$489M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.94M
3
+$1.72M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.17M

Top Sells

1
+$484K
2
+$411K
3
+$360K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$357K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$324K

Sector Composition

1 Technology 1.33%
2 Industrials 0.63%
3 Consumer Discretionary 0.63%
4 Financials 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.29K ﹤0.01%
28
527
$2.27K ﹤0.01%
196
528
$2.27K ﹤0.01%
39
529
$2.25K ﹤0.01%
10
530
$2.25K ﹤0.01%
76
531
$2.23K ﹤0.01%
9
-5
532
$2.22K ﹤0.01%
88
533
$2.19K ﹤0.01%
20
534
$2.14K ﹤0.01%
15
535
$2.14K ﹤0.01%
50
536
$2.14K ﹤0.01%
48
537
$2.11K ﹤0.01%
48
+45
538
$2.1K ﹤0.01%
329
539
$2.09K ﹤0.01%
104
540
$2.09K ﹤0.01%
33
541
$2.08K ﹤0.01%
19
542
$2.08K ﹤0.01%
78
543
$2.04K ﹤0.01%
40
544
$2.04K ﹤0.01%
33
545
$2.03K ﹤0.01%
75
546
$2K ﹤0.01%
22
547
$2K ﹤0.01%
50
548
$1.99K ﹤0.01%
9
549
$1.98K ﹤0.01%
122
550
$1.97K ﹤0.01%
43
20 21
22
23 24