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
$849M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.77M
3
+$4.61M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.95M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.67M

Top Sells

1
+$1.57M
2
+$589K
3
+$563K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$383K
5
MMM icon
3M
MMM
+$335K

Sector Composition

1 Technology 1.6%
2 Industrials 0.53%
3 Financials 0.52%
4 Consumer Discretionary 0.41%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.13%
5,245
+3
52
$1.05M 0.12%
3,719
53
$976K 0.12%
3,169
-17
54
$959K 0.11%
8,070
+51
55
$955K 0.11%
8,471
+138
56
$911K 0.11%
1,812
-5
57
$910K 0.11%
19,995
-551
58
$883K 0.1%
15,040
-215
59
$878K 0.1%
4,735
-83
60
$857K 0.1%
1,874
61
$848K 0.1%
8,424
+5,769
62
$839K 0.1%
12,851
-7
63
$797K 0.09%
2,398
+50
64
$773K 0.09%
6,755
-105
65
$766K 0.09%
8,203
66
$735K 0.09%
8,042
-5
67
$673K 0.08%
14,712
68
$669K 0.08%
9,924
-284
69
$594K 0.07%
4,214
70
$578K 0.07%
2,286
71
$577K 0.07%
5,033
72
$574K 0.07%
17,995
-156
73
$550K 0.06%
4,590
74
$546K 0.06%
2,103
+155
75
$537K 0.06%
8,090
1 2
3
4 5