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
101
$132K 0.04%
1,199
102
$128K 0.04%
677
+1
103
$126K 0.04%
354
104
$124K 0.03%
370
105
$120K 0.03%
720
106
$117K 0.03%
1,516
107
$107K 0.03%
3,249
108
$103K 0.03%
+5,500
109
$96K 0.03%
1,543
110
$95K 0.03%
+5,914
111
$93K 0.03%
311
112
$92K 0.03%
1,087
+700
113
$91K 0.03%
451
114
$91K 0.03%
1,806
-1,440
115
$87K 0.02%
2,960
116
$87K 0.02%
2,203
117
$85K 0.02%
1,063
118
$85K 0.02%
1,711
119
$83K 0.02%
500
-210
120
$81K 0.02%
238
121
$79K 0.02%
1,074
122
$77K 0.02%
313
-164
123
$76K 0.02%
4,956
124
$75K 0.02%
4,692
125
$70K 0.02%
+952