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
$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

Top Sells

1
+$88.7K
2
+$22K
3
+$18.2K
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$13K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11K

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%
+7
702
$0 ﹤0.01%
2
-2
703
– –
-125
704
$0 ﹤0.01%
+4
705
– –
0
706
$0 ﹤0.01%
140
-140
707
– –
-532
708
$0 ﹤0.01%
229
+115
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