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
576
$1.81K ﹤0.01%
25
577
$1.8K ﹤0.01%
14
578
$1.79K ﹤0.01%
18
579
$1.78K ﹤0.01%
34
580
$1.78K ﹤0.01%
400
581
$1.75K ﹤0.01%
16
582
$1.72K ﹤0.01%
80
583
$1.72K ﹤0.01%
61
584
$1.72K ﹤0.01%
10
585
$1.71K ﹤0.01%
50
586
$1.7K ﹤0.01%
57
587
$1.7K ﹤0.01%
78
588
$1.7K ﹤0.01%
167
589
$1.7K ﹤0.01%
68
590
$1.7K ﹤0.01%
63
591
$1.67K ﹤0.01%
7
592
$1.67K ﹤0.01%
154
593
$1.66K ﹤0.01%
15
594
$1.64K ﹤0.01%
+8
595
$1.63K ﹤0.01%
155
596
$1.63K ﹤0.01%
28
597
$1.62K ﹤0.01%
8
598
$1.62K ﹤0.01%
30
599
$1.62K ﹤0.01%
14
600
$1.58K ﹤0.01%
46
22 23
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25 26