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
601
$1.58K ﹤0.01%
40
602
$1.56K ﹤0.01%
14
603
$1.54K ﹤0.01%
22
604
$1.54K ﹤0.01%
+55
605
$1.53K ﹤0.01%
41
606
$1.53K ﹤0.01%
42
607
$1.52K ﹤0.01%
7
608
$1.5K ﹤0.01%
56
609
$1.49K ﹤0.01%
33
610
$1.48K ﹤0.01%
25
611
$1.48K ﹤0.01%
8
612
$1.48K ﹤0.01%
2
613
$1.47K ﹤0.01%
300
-200
614
$1.47K ﹤0.01%
10
615
$1.46K ﹤0.01%
19
616
$1.45K ﹤0.01%
7
617
$1.44K ﹤0.01%
+33
618
$1.41K ﹤0.01%
22
619
$1.4K ﹤0.01%
+16
620
$1.4K ﹤0.01%
76
+6
621
$1.39K ﹤0.01%
+12
622
$1.38K ﹤0.01%
2
623
$1.37K ﹤0.01%
13
624
$1.37K ﹤0.01%
8
625
$1.35K ﹤0.01%
97
23 24
25
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