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
$468M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.62M
3
+$2.11M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.94M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.07M

Top Sells

1
+$1.5M
2
+$897K
3
+$538K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$493K
5
WEC icon
WEC Energy
WEC
+$481K

Sector Composition

1 Technology 1.25%
2 Financials 0.72%
3 Industrials 0.66%
4 Consumer Discretionary 0.64%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$51.8K 0.01%
1,810
-99
177
$50.8K 0.01%
213
178
$50.6K 0.01%
253
179
$49.8K 0.01%
204
180
$49.4K 0.01%
634
181
$48.8K 0.01%
+1,500
182
$47.4K 0.01%
212
183
$46.9K 0.01%
294
184
$46.7K 0.01%
615
185
$46.6K 0.01%
475
186
$46.5K 0.01%
1,549
187
$46.1K 0.01%
800
188
$45.6K 0.01%
1,202
-604
189
$45.5K 0.01%
289
190
$45.4K 0.01%
837
191
$45.4K 0.01%
1,124
192
$45.1K 0.01%
+800
193
$44.7K 0.01%
+700
194
$44.4K 0.01%
2,409
195
$42.7K 0.01%
946
196
$42.5K 0.01%
484
197
$42.4K 0.01%
685
198
$41.6K 0.01%
117
199
$41.3K 0.01%
376
-78
200
$41.1K 0.01%
2,722
-133
6 7
8
9 10