MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$28M
3
+$8.04M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.74M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.16M

Top Sells

1
+$22.8M
2
+$22.1M
3
+$3M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.35M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$705K

Sector Composition

1 Technology 1.53%
2 Industrials 0.57%
3 Financials 0.52%
4 Consumer Discretionary 0.42%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$28 ﹤0.01%
13
577
$27 ﹤0.01%
13
578
$24 ﹤0.01%
1
579
$7 ﹤0.01%
2
580
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0
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582
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584
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