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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
$365M
AUM Growth
-$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$4.76M
3
+$4.09M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.55M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.45M

Top Sells

1
+$898K
2
+$743K
3
+$508K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$466K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$379K

Sector Composition

1 Technology 1.29%
2 Financials 0.98%
3 Industrials 0.88%
4 Consumer Discretionary 0.77%
5 Utilities 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1K ﹤0.01%
14
-46
577
$1K ﹤0.01%
+102
578
$1K ﹤0.01%
5
-4
579
$1K ﹤0.01%
+87
580
$1K ﹤0.01%
12
-12
581
$1K ﹤0.01%
5
-10
582
$1K ﹤0.01%
+40
583
$1K ﹤0.01%
96
-336
584
$1K ﹤0.01%
+20
585
$1K ﹤0.01%
5
-10
586
$1K ﹤0.01%
+57
587
$1K ﹤0.01%
+56
588
$1K ﹤0.01%
+23
589
$1K ﹤0.01%
+5
590
$1K ﹤0.01%
14
-23
591
$1K ﹤0.01%
+8
592
$1K ﹤0.01%
+21
593
$1K ﹤0.01%
+9
594
$1K ﹤0.01%
+9
595
$1K ﹤0.01%
+105
596
$1K ﹤0.01%
75
597
$1K ﹤0.01%
+75
598
$1K ﹤0.01%
24
599
$1K ﹤0.01%
+134
600
$1K ﹤0.01%
+148
22 23
24
25 26