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
101
$277K 0.03%
9,808
102
$269K 0.03%
366
-5
103
$267K 0.03%
1,312
104
$266K 0.03%
1,326
105
$258K 0.03%
3,046
106
$255K 0.03%
549
107
$251K 0.03%
1,142
+180
108
$240K 0.03%
975
109
$232K 0.03%
764
110
$229K 0.03%
2,318
111
$227K 0.03%
3,344
112
$225K 0.03%
676
113
$222K 0.03%
1,023
114
$220K 0.03%
288
+40
115
$213K 0.03%
1,500
116
$213K 0.03%
4,596
-72
117
$211K 0.02%
1,767
+150
118
$207K 0.02%
850
-57
119
$207K 0.02%
4,430
-70
120
$204K 0.02%
3,693
121
$198K 0.02%
7,751
-150
122
$193K 0.02%
7,491
-988
123
$191K 0.02%
2,018
124
$187K 0.02%
250
125
$176K 0.02%
2,936
3 4
5
6 7