MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.77M
3
+$4.61M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.95M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.67M

Top Sells

1
+$1.57M
2
+$589K
3
+$563K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$383K
5
MMM icon
3M
MMM
+$335K

Sector Composition

1 Technology 1.6%
2 Industrials 0.53%
3 Financials 0.52%
4 Consumer Discretionary 0.41%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$99.7K 0.01%
332
152
$97.1K 0.01%
810
153
$94.6K 0.01%
1,207
154
$94.4K 0.01%
763
155
$93.2K 0.01%
2,981
156
$87.2K 0.01%
3,542
157
$85.5K 0.01%
5,914
158
$80K 0.01%
4,692
159
$78.8K 0.01%
262
160
$78.5K 0.01%
469
161
$78.3K 0.01%
200
162
$78K 0.01%
226
+2
163
$76.9K 0.01%
475
164
$76.4K 0.01%
691
165
$73.6K 0.01%
1,427
+1
166
$73K 0.01%
1,169
167
$72.7K 0.01%
314
+20
168
$71.7K 0.01%
90
+30
169
$69K 0.01%
292
170
$67.4K 0.01%
804
171
$67K 0.01%
460
172
$66.6K 0.01%
642
+109
173
$64.9K 0.01%
136
174
$64K 0.01%
774
175
$63.9K 0.01%
504
5 6
7
8 9