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
$355M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$10.4M
3
+$6M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.01M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.01M

Top Sells

1
+$6.16M
2
+$3.5M
3
+$3.38M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.58M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.44M

Sector Composition

1 Technology 1.03%
2 Industrials 0.98%
3 Consumer Discretionary 0.77%
4 Financials 0.63%
5 Utilities 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$31K 0.01%
314
177
$31K 0.01%
2,278
+163
178
$30K 0.01%
950
179
$29K 0.01%
1,424
-76
180
$29K 0.01%
1,510
181
$29K 0.01%
+1,163
182
$28K 0.01%
1,330
+210
183
$28K 0.01%
+270
184
$28K 0.01%
1,044
185
$28K 0.01%
1,042
186
$27K 0.01%
356
+156
187
$27K 0.01%
600
188
$27K 0.01%
493
189
$27K 0.01%
350
190
$27K 0.01%
229
191
$27K 0.01%
735
+402
192
$26K 0.01%
300
193
$26K 0.01%
723
-10
194
$26K 0.01%
154
195
$25K 0.01%
946
+636
196
$25K 0.01%
2,216
197
$25K 0.01%
2,581
198
$24K 0.01%
498
+298
199
$23K 0.01%
548
200
$23K 0.01%
108
-420
6 7
8
9 10