MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $849M
1-Year Est. Return 9.23%
This Quarter Est. Return
1 Year Est. Return
+9.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$468M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.62M
3
+$2.11M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.94M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.07M

Top Sells

1
+$1.5M
2
+$897K
3
+$538K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$493K
5
WEC icon
WEC Energy
WEC
+$481K

Sector Composition

1 Technology 1.25%
2 Financials 0.72%
3 Industrials 0.66%
4 Consumer Discretionary 0.64%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$99.1K 0.02%
1,160
+10
127
$99.1K 0.02%
953
-50
128
$98.2K 0.02%
1,504
129
$98.2K 0.02%
801
+200
130
$96.4K 0.02%
250
131
$92.8K 0.02%
3,249
132
$90.2K 0.02%
1,207
133
$86.8K 0.02%
875
+639
134
$84.6K 0.02%
5,914
135
$83K 0.02%
500
-9
136
$82.8K 0.02%
454
-128
137
$82.8K 0.02%
+3,000
138
$82K 0.02%
2,850
+41
139
$81.8K 0.02%
848
140
$81.5K 0.02%
1,169
141
$80.9K 0.02%
381
-5
142
$80.6K 0.02%
758
+171
143
$79.1K 0.02%
1,374
+600
144
$78.9K 0.02%
3,045
+64
145
$78K 0.02%
1,153
146
$75.9K 0.02%
2,430
147
$75.8K 0.02%
1,063
148
$75.5K 0.02%
305
-28
149
$74.3K 0.02%
652
150
$73.8K 0.02%
3,000
4 5
6
7 8