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
151
$51K 0.01%
810
-75
152
$51K 0.01%
992
153
$50K 0.01%
+400
154
$47K 0.01%
403
-18
155
$47K 0.01%
667
+12
156
$46K 0.01%
487
157
$44K 0.01%
1,713
+24
158
$44K 0.01%
258
159
$43K 0.01%
166
-700
160
$43K 0.01%
+10,644
161
$41K 0.01%
168
162
$41K 0.01%
1,130
-500
163
$41K 0.01%
1,030
-500
164
$40K 0.01%
512
165
$40K 0.01%
683
-735
166
$39K 0.01%
837
167
$38K 0.01%
817
168
$37K 0.01%
276
169
$36K 0.01%
820
170
$36K 0.01%
240
171
$34K 0.01%
254
172
$32K 0.01%
241
-11
173
$32K 0.01%
750
174
$31K 0.01%
+1,250
175
$31K 0.01%
+1,230
5 6
7
8 9