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
651
$1.17K ﹤0.01%
16
652
$1.17K ﹤0.01%
75
653
$1.16K ﹤0.01%
19
654
$1.15K ﹤0.01%
38
655
$1.15K ﹤0.01%
+53
656
$1.14K ﹤0.01%
11
657
$1.13K ﹤0.01%
+40
658
$1.13K ﹤0.01%
14
659
$1.13K ﹤0.01%
+21
660
$1.12K ﹤0.01%
12
661
$1.11K ﹤0.01%
100
662
$1.1K ﹤0.01%
12
+4
663
$1.1K ﹤0.01%
17
664
$1.1K ﹤0.01%
+60
665
$1.1K ﹤0.01%
35
666
$1.09K ﹤0.01%
22
667
$1.09K ﹤0.01%
20
668
$1.09K ﹤0.01%
+38
669
$1.08K ﹤0.01%
27
670
$1.08K ﹤0.01%
75
671
$1.08K ﹤0.01%
39
672
$1.07K ﹤0.01%
4
673
$1.07K ﹤0.01%
13
674
$1.07K ﹤0.01%
+50
675
$1.06K ﹤0.01%
+3
25 26
27
28 29