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
$489M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.94M
3
+$1.72M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.17M

Top Sells

1
+$484K
2
+$411K
3
+$360K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$357K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$324K

Sector Composition

1 Technology 1.33%
2 Industrials 0.63%
3 Consumer Discretionary 0.63%
4 Financials 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.24K ﹤0.01%
49
627
$1.2K ﹤0.01%
42
628
$1.19K ﹤0.01%
38
629
$1.19K ﹤0.01%
10
630
$1.19K ﹤0.01%
14
631
$1.18K ﹤0.01%
75
632
$1.17K ﹤0.01%
19
633
$1.17K ﹤0.01%
100
634
$1.17K ﹤0.01%
4
635
$1.16K ﹤0.01%
16
636
$1.15K ﹤0.01%
12
637
$1.13K ﹤0.01%
22
638
$1.13K ﹤0.01%
213
639
$1.12K ﹤0.01%
50
640
$1.1K ﹤0.01%
19
641
$1.07K ﹤0.01%
22
642
$1.06K ﹤0.01%
9
643
$1.06K ﹤0.01%
11
644
$1.06K ﹤0.01%
20
645
$1.05K ﹤0.01%
14
646
$1.05K ﹤0.01%
75
647
$1.04K ﹤0.01%
39
648
$1.04K ﹤0.01%
9
649
$1.04K ﹤0.01%
35
650
$1.03K ﹤0.01%
13
24 25
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27 28