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
151
$67.6K 0.01%
690
152
$67.2K 0.01%
957
+503
153
$66.3K 0.01%
601
-200
154
$65.7K 0.01%
122
155
$64.5K 0.01%
559
-199
156
$62.9K 0.01%
606
-11
157
$60.6K 0.01%
338
158
$59.8K 0.01%
292
159
$59.4K 0.01%
4,692
160
$58.9K 0.01%
505
161
$57.1K 0.01%
253
162
$56.1K 0.01%
204
163
$54.1K 0.01%
475
164
$52.5K 0.01%
628
165
$52.2K 0.01%
837
166
$52.1K 0.01%
213
167
$52K 0.01%
1,812
+2
168
$51.4K 0.01%
994
169
$51.3K 0.01%
1,800
170
$51K 0.01%
474
171
$50.9K 0.01%
800
172
$50.8K 0.01%
812
+127
173
$50.8K 0.01%
603
-31
174
$49.9K 0.01%
1,202
175
$48.6K 0.01%
3,000
5 6
7
8 9