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
$474M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.27M
3
+$638K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$480K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$352K

Top Sells

1
+$670K
2
+$592K
3
+$573K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$451K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$408K

Sector Composition

1 Technology 1.48%
2 Financials 0.66%
3 Consumer Discretionary 0.64%
4 Industrials 0.64%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$71.6K 0.02%
1,063
152
$69.7K 0.01%
354
+10
153
$69.5K 0.01%
200
154
$68.4K 0.01%
767
-762
155
$67.9K 0.01%
1,153
156
$67.1K 0.01%
164
+100
157
$66.7K 0.01%
245
+174
158
$62.5K 0.01%
307
+15
159
$61.6K 0.01%
710
+600
160
$61.3K 0.01%
320
-50
161
$61.3K 0.01%
1,994
162
$60.9K 0.01%
606
163
$59K 0.01%
300
-245
164
$57.3K 0.01%
4,692
165
$55.9K 0.01%
269
+16
166
$54.3K 0.01%
204
167
$54.2K 0.01%
348
+10
168
$53.3K 0.01%
1,202
169
$53.1K 0.01%
516
+41
170
$51.9K 0.01%
2,333
+533
171
$51.5K 0.01%
+1,006
172
$51.3K 0.01%
466
+281
173
$50.9K 0.01%
491
+17
174
$50.6K 0.01%
491
-68
175
$49.5K 0.01%
1,277
+287
5 6
7
8 9