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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
$365M
AUM Growth
-$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$4.76M
3
+$4.09M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.55M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.45M

Top Sells

1
+$898K
2
+$743K
3
+$508K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$466K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$379K

Sector Composition

1 Technology 1.29%
2 Financials 0.98%
3 Industrials 0.88%
4 Consumer Discretionary 0.77%
5 Utilities 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1K ﹤0.01%
+37
677
$1K ﹤0.01%
+14
678
$1K ﹤0.01%
+22
679
$1K ﹤0.01%
+30
680
$1K ﹤0.01%
+22
681
$1K ﹤0.01%
4
-44
682
$1K ﹤0.01%
+38
683
$1K ﹤0.01%
+68
684
– –
-12
685
– –
-100
686
– –
-54
687
– –
-18
688
– –
-28
689
– –
-47
690
– –
-81
691
– –
-1,220
692
– –
-1,130
693
– –
-1,030
694
$0 ﹤0.01%
10
695
– –
-10
696
– –
-3
697
$0 ﹤0.01%
1
698
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-4
699
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-10
700
– –
-10
26 27
28
29 30