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
76
$535K 0.06%
6,978
77
$508K 0.06%
13,170
-149
78
$497K 0.06%
1,537
79
$493K 0.06%
5,664
80
$479K 0.06%
2,607
81
$473K 0.06%
1,167
-105
82
$467K 0.06%
2,743
83
$458K 0.05%
3,170
84
$443K 0.05%
3,673
-16
85
$440K 0.05%
7,077
+1,078
86
$417K 0.05%
684
87
$399K 0.05%
9,319
-96
88
$379K 0.04%
3,776
+1
89
$373K 0.04%
3,624
90
$372K 0.04%
12,861
91
$364K 0.04%
2,556
92
$358K 0.04%
11,350
+11,336
93
$356K 0.04%
4,719
94
$327K 0.04%
5,000
95
$311K 0.04%
4,140
-60
96
$311K 0.04%
1,757
97
$301K 0.04%
501
98
$300K 0.04%
1,803
-69
99
$296K 0.03%
996
100
$288K 0.03%
2,646
2 3
4
5 6