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
626
$1.35K ﹤0.01%
82
627
$1.34K ﹤0.01%
42
628
$1.33K ﹤0.01%
10
629
$1.33K ﹤0.01%
75
630
$1.32K ﹤0.01%
+67
631
$1.3K ﹤0.01%
38
632
$1.28K ﹤0.01%
+9
633
$1.28K ﹤0.01%
+9
634
$1.27K ﹤0.01%
22
635
$1.25K ﹤0.01%
+9
636
$1.25K ﹤0.01%
78
637
$1.25K ﹤0.01%
31
638
$1.24K ﹤0.01%
+15
639
$1.24K ﹤0.01%
+15
640
$1.23K ﹤0.01%
15
641
$1.22K ﹤0.01%
19
642
$1.22K ﹤0.01%
11
643
$1.21K ﹤0.01%
23
644
$1.2K ﹤0.01%
49
645
$1.2K ﹤0.01%
11
646
$1.19K ﹤0.01%
+3
647
$1.19K ﹤0.01%
22
648
$1.18K ﹤0.01%
7
649
$1.18K ﹤0.01%
22
650
$1.17K ﹤0.01%
26
24 25
26
27 28