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
$849M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.77M
3
+$4.61M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.95M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.67M

Top Sells

1
+$1.57M
2
+$589K
3
+$563K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$383K
5
MMM icon
3M
MMM
+$335K

Sector Composition

1 Technology 1.6%
2 Industrials 0.53%
3 Financials 0.52%
4 Consumer Discretionary 0.41%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.29K ﹤0.01%
10
527
$1.28K ﹤0.01%
8
528
$1.19K ﹤0.01%
39
529
$1.16K ﹤0.01%
50
530
$1.16K ﹤0.01%
49
531
$1.15K ﹤0.01%
10
532
$1.11K ﹤0.01%
148
533
$1.08K ﹤0.01%
40
534
$1.06K ﹤0.01%
20
535
$1.06K ﹤0.01%
8
536
$1.05K ﹤0.01%
182
537
$1.03K ﹤0.01%
14
-93
538
$1.03K ﹤0.01%
78
539
$962 ﹤0.01%
200
540
$838 ﹤0.01%
3
541
$826 ﹤0.01%
+1
542
$799 ﹤0.01%
100
543
$768 ﹤0.01%
38
544
$746 ﹤0.01%
39
545
$724 ﹤0.01%
100
546
$658 ﹤0.01%
28
-14
547
$657 ﹤0.01%
62
548
$642 ﹤0.01%
75
549
$627 ﹤0.01%
70
550
$602 ﹤0.01%
3
20 21
22
23 24