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
551
$2.06K ﹤0.01%
132
552
$2.06K ﹤0.01%
196
553
$2.05K ﹤0.01%
75
554
$2.05K ﹤0.01%
206
555
$2.03K ﹤0.01%
52
556
$2.03K ﹤0.01%
23
557
$2.02K ﹤0.01%
9
558
$2.01K ﹤0.01%
81
559
$2K ﹤0.01%
5
560
$1.99K ﹤0.01%
50
561
$1.98K ﹤0.01%
8
562
$1.97K ﹤0.01%
50
563
$1.95K ﹤0.01%
40
564
$1.95K ﹤0.01%
126
+26
565
$1.95K ﹤0.01%
16
566
$1.94K ﹤0.01%
230
567
$1.93K ﹤0.01%
69
568
$1.92K ﹤0.01%
19
-4
569
$1.9K ﹤0.01%
25
570
$1.89K ﹤0.01%
23
571
$1.88K ﹤0.01%
80
+1
572
$1.83K ﹤0.01%
37
+23
573
$1.82K ﹤0.01%
160
574
$1.82K ﹤0.01%
200
575
$1.82K ﹤0.01%
45
21 22
23
24 25