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
551
$2.11K ﹤0.01%
16
+1
552
$2.11K ﹤0.01%
+66
553
$2.09K ﹤0.01%
70
-16
554
$2.08K ﹤0.01%
39
-25
555
$2.06K ﹤0.01%
75
556
$2.06K ﹤0.01%
32
+16
557
$2.06K ﹤0.01%
88
558
$2.05K ﹤0.01%
200
+100
559
$2.03K ﹤0.01%
15
560
$2.03K ﹤0.01%
+42
561
$1.97K ﹤0.01%
56
+28
562
$1.94K ﹤0.01%
+24
563
$1.93K ﹤0.01%
+63
564
$1.92K ﹤0.01%
45
+26
565
$1.91K ﹤0.01%
160
+85
566
$1.89K ﹤0.01%
69
+39
567
$1.89K ﹤0.01%
78
-59
568
$1.89K ﹤0.01%
+50
569
$1.89K ﹤0.01%
5
-13
570
$1.88K ﹤0.01%
57
-467
571
$1.86K ﹤0.01%
347
+213
572
$1.86K ﹤0.01%
167
+84
573
$1.85K ﹤0.01%
50
574
$1.84K ﹤0.01%
100
575
$1.83K ﹤0.01%
+8
21 22
23
24 25