MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $791M
1-Year Est. Return 10.3%
This Quarter Est. Return
1 Year Est. Return
+10.3%
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 +$25.9M
2 +$21.3M
3 +$16.3M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$8.38M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$7.82M

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
701
$0 ﹤0.01%
140
-140
702
-532
703
$0 ﹤0.01%
229
+115
704
$0 ﹤0.01%
8
-7
705
$0 ﹤0.01%
+6
706
$0 ﹤0.01%
4
-5
707
$0 ﹤0.01%
+7
708
$0 ﹤0.01%
19
-19