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
551
$657 ﹤0.01%
39
552
$655 ﹤0.01%
31
+6
553
$628 ﹤0.01%
20
554
$585 ﹤0.01%
38
555
$545 ﹤0.01%
3
556
$537 ﹤0.01%
8
557
$509 ﹤0.01%
10
558
$498 ﹤0.01%
3
-3
559
$475 ﹤0.01%
75
560
$443 ﹤0.01%
11
561
$431 ﹤0.01%
16
562
$384 ﹤0.01%
33
563
$372 ﹤0.01%
70
564
$362 ﹤0.01%
8
-109
565
$360 ﹤0.01%
25
566
$354 ﹤0.01%
10
-91
567
$336 ﹤0.01%
9
+1
568
$276 ﹤0.01%
9
569
$247 ﹤0.01%
21
570
$208 ﹤0.01%
1
571
$194 ﹤0.01%
14
572
$192 ﹤0.01%
15
573
$180 ﹤0.01%
50
574
$133 ﹤0.01%
+5
575
$111 ﹤0.01%
121
21 22
23
24 25