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
$489M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.94M
3
+$1.72M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.17M

Top Sells

1
+$484K
2
+$411K
3
+$360K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$357K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$324K

Sector Composition

1 Technology 1.33%
2 Industrials 0.63%
3 Consumer Discretionary 0.63%
4 Financials 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$99.3K 0.02%
631
-117
127
$98.6K 0.02%
756
-695
128
$97.5K 0.02%
2,357
129
$97.3K 0.02%
1,521
130
$93.5K 0.02%
3,249
131
$90.7K 0.02%
875
132
$89.5K 0.02%
1,207
133
$89K 0.02%
1,160
134
$85.3K 0.02%
1,169
135
$85.2K 0.02%
5,914
136
$85.2K 0.02%
652
137
$84.2K 0.02%
454
138
$82.1K 0.02%
175
139
$78.5K 0.02%
2,981
-64
140
$78.1K 0.02%
370
-11
141
$78K 0.02%
344
142
$76.2K 0.02%
864
143
$76.1K 0.02%
848
144
$75.5K 0.02%
1,153
145
$75.3K 0.02%
563
146
$75.2K 0.02%
285
-20
147
$75.2K 0.02%
2,430
148
$70.4K 0.01%
200
149
$69.9K 0.01%
1,063
150
$68K 0.01%
1,994
4 5
6
7 8