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
$489M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.94M
3
+$1.72M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.17M

Top Sells

1
+$484K
2
+$411K
3
+$360K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$357K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$324K

Sector Composition

1 Technology 1.33%
2 Industrials 0.63%
3 Consumer Discretionary 0.63%
4 Financials 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.68K ﹤0.01%
8
-4
577
$1.68K ﹤0.01%
22
578
$1.68K ﹤0.01%
81
+1
579
$1.67K ﹤0.01%
100
-26
580
$1.66K ﹤0.01%
10
581
$1.64K ﹤0.01%
19
-18
582
$1.64K ﹤0.01%
15
583
$1.61K ﹤0.01%
42
584
$1.61K ﹤0.01%
8
585
$1.6K ﹤0.01%
40
586
$1.6K ﹤0.01%
160
587
$1.59K ﹤0.01%
78
588
$1.58K ﹤0.01%
7
589
$1.58K ﹤0.01%
2
590
$1.58K ﹤0.01%
25
591
$1.55K ﹤0.01%
8
592
$1.55K ﹤0.01%
38
593
$1.55K ﹤0.01%
22
594
$1.55K ﹤0.01%
41
595
$1.53K ﹤0.01%
33
596
$1.53K ﹤0.01%
38
597
$1.49K ﹤0.01%
25
598
$1.47K ﹤0.01%
11
599
$1.46K ﹤0.01%
56
600
$1.45K ﹤0.01%
78
22 23
24
25 26