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
$355M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1 +$42.2M
2 +$10.4M
3 +$6M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.01M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.01M

Sector Composition

1 Technology 1.03%
2 Industrials 0.98%
3 Consumer Discretionary 0.77%
4 Financials 0.62%
5 Utilities 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$306K 0.09%
1,845
77
$303K 0.09%
16,098
-2,490
78
$287K 0.08%
2,466
79
$282K 0.08%
1,000
80
$277K 0.08%
5,742
-645
81
$275K 0.08%
803
-105
82
$266K 0.07%
4,200
83
$266K 0.07%
1,327
84
$259K 0.07%
3,237
85
$221K 0.06%
5,287
86
$220K 0.06%
1,459
87
$216K 0.06%
2,071
-39
88
$212K 0.06%
4,201
+13
89
$210K 0.06%
3,000
90
$194K 0.05%
725
91
$187K 0.05%
483
92
$186K 0.05%
5,646
+1
93
$183K 0.05%
2,997
94
$181K 0.05%
498
95
$177K 0.05%
3,400
96
$172K 0.05%
489
+87
97
$158K 0.04%
943
98
$150K 0.04%
+3,147
99
$146K 0.04%
+4,064
100
$137K 0.04%
1,805