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
$365M
AUM Growth
-$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$4.32M
3
+$3.73M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.39M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.33M

Top Sells

1
+$818K
2
+$663K
3
+$460K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$459K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$341K

Sector Composition

1 Technology 1.29%
2 Financials 0.98%
3 Industrials 0.88%
4 Consumer Discretionary 0.77%
5 Utilities 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
+148
627
$1K ﹤0.01%
+3
628
$1K ﹤0.01%
+12
629
$1K ﹤0.01%
100
630
$1K ﹤0.01%
26
-90
631
$1K ﹤0.01%
+16
632
$1K ﹤0.01%
+74
633
$1K ﹤0.01%
15
-13
634
$1K ﹤0.01%
+53
635
$1K ﹤0.01%
+7
636
$1K ﹤0.01%
4
637
$1K ﹤0.01%
10
638
$1K ﹤0.01%
6
-23
639
$1K ﹤0.01%
+5
640
$1K ﹤0.01%
+18
641
$1K ﹤0.01%
+65
642
$1K ﹤0.01%
+63
643
$1K ﹤0.01%
8
-2
644
$1K ﹤0.01%
+28
645
$1K ﹤0.01%
+3
646
$1K ﹤0.01%
+22
647
$1K ﹤0.01%
+30
648
$1K ﹤0.01%
+22
649
$1K ﹤0.01%
+83
650
$1K ﹤0.01%
21
24 25
26
27 28