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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
676
$0 ﹤0.01%
14
677
$0 ﹤0.01%
12
-11
678
$0 ﹤0.01%
3
-3
679
$0 ﹤0.01%
+22
680
$0 ﹤0.01%
5
-5
681
$0 ﹤0.01%
16
682
– –
-68
683
$0 ﹤0.01%
17
-17
684
– –
-25
685
$0 ﹤0.01%
13
-13
686
– –
-76
687
– –
-19
688
– –
-11
689
– –
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690
$0 ﹤0.01%
4
691
$0 ﹤0.01%
4
-5
692
$0 ﹤0.01%
+7
693
$0 ﹤0.01%
19
-19
694
– –
-50
695
$0 ﹤0.01%
4
-4
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$0 ﹤0.01%
25
+12
697
– –
-25
698
– –
-51
699
$0 ﹤0.01%
1
-2
700
$0 ﹤0.01%
10
-11
25 26 27
28
29