MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$723M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.1M
3
+$3.67M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.62M

Top Sells

1
+$7.95M
2
+$7.82M
3
+$764K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$481K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$372K

Sector Composition

1 Technology 1.38%
2 Financials 0.55%
3 Industrials 0.54%
4 Consumer Discretionary 0.46%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$151K 0.02%
+5,000
127
$146K 0.02%
+1,604
128
$144K 0.02%
763
-117
129
$142K 0.02%
907
-30
130
$139K 0.02%
1,023
+1,000
131
$139K 0.02%
717
-345
132
$136K 0.02%
250
133
$127K 0.02%
800
134
$122K 0.02%
496
-21
135
$117K 0.02%
224
136
$115K 0.02%
122
137
$115K 0.02%
2,916
+610
138
$114K 0.02%
4,064
139
$112K 0.02%
1,123
140
$112K 0.02%
449
-42
141
$111K 0.02%
1,805
142
$110K 0.02%
3,807
143
$108K 0.02%
702
-26
144
$105K 0.01%
3,295
-252
145
$105K 0.01%
652
146
$104K 0.01%
3,249
147
$102K 0.01%
2,981
148
$98.6K 0.01%
1,207
149
$97K 0.01%
200
150
$96.4K 0.01%
372
-12
4 5
6
7 8