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
651
$1.03K ﹤0.01%
22
652
$1.01K ﹤0.01%
82
653
$1.01K ﹤0.01%
50
654
$1.01K ﹤0.01%
3
655
$1K ﹤0.01%
18
656
$1K ﹤0.01%
78
657
$998 ﹤0.01%
100
658
$981 ﹤0.01%
36
659
$970 ﹤0.01%
8
660
$968 ﹤0.01%
27
661
$964 ﹤0.01%
3
662
$951 ﹤0.01%
5
663
$946 ﹤0.01%
17
664
$941 ﹤0.01%
100
665
$936 ﹤0.01%
83
666
$929 ﹤0.01%
21
667
$928 ﹤0.01%
4
668
$912 ﹤0.01%
+25
669
$898 ﹤0.01%
10
670
$896 ﹤0.01%
36
671
$893 ﹤0.01%
6
672
$886 ﹤0.01%
6
673
$877 ﹤0.01%
34
674
$868 ﹤0.01%
11
675
$859 ﹤0.01%
5
25 26
27
28 29