We are live on ! Find out more
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
826
$0 ﹤0.01%
1
827
– –
-9
828
$0 ﹤0.01%
1
829
– –
-109
830
– –
-6
831
– –
-10
832
– –
-27
833
– –
-4
834
– –
-97
835
– –
-94
836
– –
-13
837
– –
-17
838
– –
-30
839
– –
-21
840
$0 ﹤0.01%
50
841
– –
-15
842
– –
-96
843
– –
-16
844
– –
-14
845
– –
-24
846
– –
-8
847
– –
-3
848
– –
-31
849
– –
-18
850
– –
-6
32 33
34
35 36