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
551
$601 ﹤0.01%
20
552
$466 ﹤0.01%
20
-100
553
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+2
554
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555
$403 ﹤0.01%
6
556
$362 ﹤0.01%
10
557
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9
558
$354 ﹤0.01%
8
559
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12
+1
560
$299 ﹤0.01%
8
561
$257 ﹤0.01%
21
562
$237 ﹤0.01%
4
563
$215 ﹤0.01%
1
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$212 ﹤0.01%
15
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$177 ﹤0.01%
121
566
$140 ﹤0.01%
+10
567
$99 ﹤0.01%
4
568
$74 ﹤0.01%
12
569
– –
0
570
$36 ﹤0.01%
13
571
– –
0
572
$32 ﹤0.01%
13
573
$24 ﹤0.01%
1
574
$10 ﹤0.01%
2
575
– –
0
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