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

Top Sells

1
+$6.16M
2
+$3.5M
3
+$3.38M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.58M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.44M

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
126
$68K 0.02%
1,820
127
$68K 0.02%
619
128
$68K 0.02%
1,013
129
$68K 0.02%
222
130
$67K 0.02%
720
131
$66K 0.02%
900
-300
132
$65K 0.02%
2,981
133
$63K 0.02%
624
134
$61K 0.02%
420
135
$61K 0.02%
420
136
$61K 0.02%
474
137
$60K 0.02%
363
138
$60K 0.02%
240
139
$59K 0.02%
424
-38
140
$59K 0.02%
374
141
$58K 0.02%
+1,090
142
$58K 0.02%
626
143
$58K 0.02%
146
144
$57K 0.02%
+1,115
145
$56K 0.02%
+1,923
146
$56K 0.02%
1,070
147
$55K 0.02%
507
148
$55K 0.02%
1,720
149
$55K 0.02%
805
150
$52K 0.01%
+3,525
4 5
6
7 8