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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
$372M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$23.2M
3
+$16.4M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$9.05M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$8.66M

Top Sells

1
+$84.4K
2
+$22K
3
+$19K
4
BSAC icon
Banco Santander Chile
BSAC
+$13.8K
5
APTS
Preferred Apartment Communities, Inc.
APTS
+$13K

Sector Composition

1 Technology 1.2%
2 Financials 0.92%
3 Industrials 0.88%
4 Consumer Discretionary 0.69%
5 Utilities 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1K ﹤0.01%
21
577
$1K ﹤0.01%
+8
578
$1K ﹤0.01%
48
-47
579
$1K ﹤0.01%
9
-8
580
$1K ﹤0.01%
+7
581
$1K ﹤0.01%
82
582
$1K ﹤0.01%
4
-5
583
$1K ﹤0.01%
+9
584
$1K ﹤0.01%
+40
585
$1K ﹤0.01%
343
-113
586
$1K ﹤0.01%
10
-8
587
– –
-7
588
$0 ﹤0.01%
179
-177
589
– –
-3
590
$0 ﹤0.01%
+10
591
$0 ﹤0.01%
1
-3
592
– –
-14
593
$0 ﹤0.01%
+3
594
$0 ﹤0.01%
3
-3
595
$0 ﹤0.01%
4
-4
596
$0 ﹤0.01%
+7
597
– –
-65
598
$0 ﹤0.01%
12
-12
599
$0 ﹤0.01%
4
-4
600
$0 ﹤0.01%
+1
22 23
24
25 26