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
$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
151
$93.1K 0.01%
763
152
$88.2K 0.01%
1,949
-464
153
$85K 0.01%
5,914
154
$81.9K 0.01%
3,000
155
$80.7K 0.01%
610
156
$79.3K 0.01%
1,169
-245
157
$78.6K 0.01%
332
158
$77.8K 0.01%
504
-81
159
$76.5K 0.01%
82
160
$74.7K 0.01%
2,430
161
$73.7K 0.01%
1,209
162
$72.9K 0.01%
202
163
$72.9K 0.01%
4,692
164
$71.9K 0.01%
161
165
$69K 0.01%
292
166
$67.4K 0.01%
691
167
$67.2K 0.01%
3,542
+100
168
$65.8K 0.01%
1,066
169
$64K 0.01%
+222
170
$62.1K 0.01%
469
171
$61.6K 0.01%
294
172
$59.9K 0.01%
399
-55
173
$59.5K 0.01%
533
-39
174
$59.5K 0.01%
1,425
+2
175
$59K 0.01%
253
5 6
7
8 9