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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
651
$0 ﹤0.01%
10
-9
652
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+12
653
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654
– –
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655
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18
-18
656
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657
$0 ﹤0.01%
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-9
658
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659
$0 ﹤0.01%
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660
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661
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+3
662
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+4
663
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+10
664
$0 ﹤0.01%
10
-9
665
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3
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+1
667
– –
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668
$0 ﹤0.01%
10
-9
669
$0 ﹤0.01%
24
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670
$0 ﹤0.01%
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-16
671
$0 ﹤0.01%
+8
672
$0 ﹤0.01%
11
-11
673
$0 ﹤0.01%
76
-77
674
$0 ﹤0.01%
3
-4
675
– –
0
25 26
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28 29