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
$439M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.5M
3
+$6.09M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.34M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.14M

Top Sells

1
+$1.42M
2
+$1.03M
3
+$1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$873K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$618K

Sector Composition

1 Technology 1.13%
2 Financials 0.86%
3 Industrials 0.73%
4 Consumer Discretionary 0.7%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.53K ﹤0.01%
22
-70
602
$1.53K ﹤0.01%
+14
603
$1.52K ﹤0.01%
+38
604
$1.52K ﹤0.01%
85
+32
605
$1.52K ﹤0.01%
33
606
$1.51K ﹤0.01%
41
607
$1.51K ﹤0.01%
23
-23
608
$1.5K ﹤0.01%
206
+102
609
$1.48K ﹤0.01%
+14
610
$1.48K ﹤0.01%
230
611
$1.47K ﹤0.01%
+46
612
$1.46K ﹤0.01%
+25
613
$1.45K ﹤0.01%
42
+21
614
$1.43K ﹤0.01%
+38
615
$1.41K ﹤0.01%
+85
616
$1.41K ﹤0.01%
3
-1
617
$1.4K ﹤0.01%
+10
618
$1.39K ﹤0.01%
22
619
$1.39K ﹤0.01%
+97
620
$1.39K ﹤0.01%
+50
621
$1.38K ﹤0.01%
20
-3
622
$1.38K ﹤0.01%
100
623
$1.37K ﹤0.01%
40
624
$1.37K ﹤0.01%
+28
625
$1.35K ﹤0.01%
+16
23 24
25
26 27