MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$723M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.1M
3
+$3.67M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.62M

Top Sells

1
+$7.95M
2
+$7.82M
3
+$764K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$481K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$372K

Sector Composition

1 Technology 1.38%
2 Financials 0.55%
3 Industrials 0.54%
4 Consumer Discretionary 0.46%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.23K ﹤0.01%
50
527
$1.21K ﹤0.01%
65
528
$1.2K ﹤0.01%
43
529
$1.17K ﹤0.01%
78
530
$1.11K ﹤0.01%
78
531
$1.11K ﹤0.01%
101
532
$1.1K ﹤0.01%
182
533
$1.08K ﹤0.01%
10
534
$1.06K ﹤0.01%
100
535
$1.05K ﹤0.01%
14
536
$1.01K ﹤0.01%
+150
537
$1K ﹤0.01%
40
538
$1K ﹤0.01%
100
539
$986 ﹤0.01%
78
540
$948 ﹤0.01%
36
+1
541
$937 ﹤0.01%
20
542
$916 ﹤0.01%
62
543
$891 ﹤0.01%
10
544
$847 ﹤0.01%
14
545
$763 ﹤0.01%
10
546
$754 ﹤0.01%
13
+7
547
$709 ﹤0.01%
8
-4
548
$707 ﹤0.01%
100
549
$699 ﹤0.01%
20
550
$670 ﹤0.01%
+200
20 21
22
23 24