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MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$23.2M
3
+$16.4M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$9.05M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$8.66M

Top Sells

1
+$84.4K
2
+$22K
3
+$19K
4
BSAC icon
Banco Santander Chile
BSAC
+$13.8K
5
APTS
Preferred Apartment Communities, Inc.
APTS
+$13K

Sector Composition

1 Technology 1.2%
2 Financials 0.92%
3 Industrials 0.88%
4 Consumer Discretionary 0.69%
5 Utilities 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$0 ﹤0.01%
16
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627
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56
-56
628
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+40
629
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7
-8
630
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631
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+10
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634
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635
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48
+25
636
$0 ﹤0.01%
8
-7
637
$0 ﹤0.01%
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638
– –
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639
$0 ﹤0.01%
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640
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0
641
– –
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$0 ﹤0.01%
+1
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645
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647
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648
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4
-6
649
– –
-1
650
$0 ﹤0.01%
+6
24 25
26
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