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
151
$73.8K 0.02%
563
152
$72.9K 0.02%
344
153
$71.5K 0.02%
864
154
$68.1K 0.01%
505
-100
155
$67.6K 0.01%
690
156
$65.6K 0.01%
338
157
$63K 0.01%
200
+166
158
$62.2K 0.01%
1,800
159
$60.6K 0.01%
122
160
$60.1K 0.01%
175
161
$59.7K 0.01%
1,994
162
$58.8K 0.01%
292
163
$58.3K 0.01%
+2,000
164
$58.3K 0.01%
4,692
165
$57.5K 0.01%
617
+11
166
$56.3K 0.01%
+1,500
167
$55.4K 0.01%
+1,000
168
$55.2K 0.01%
628
169
$54.3K 0.01%
4,956
170
$54K 0.01%
236
+100
171
$52.7K 0.01%
264
+100
172
$52.5K 0.01%
6,216
173
$52.3K 0.01%
474
174
$52K 0.01%
994
175
$51.9K 0.01%
230
+200
5 6
7
8 9