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
$489M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.94M
3
+$1.72M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.17M

Top Sells

1
+$484K
2
+$411K
3
+$360K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$357K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$324K

Sector Composition

1 Technology 1.33%
2 Industrials 0.63%
3 Consumer Discretionary 0.63%
4 Financials 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$47.2K 0.01%
774
-600
177
$46.5K 0.01%
2,035
+958
178
$46.3K 0.01%
1,549
179
$45.7K 0.01%
1,124
180
$45.2K 0.01%
4,401
-555
181
$45.1K 0.01%
212
182
$45K 0.01%
6,216
183
$44.6K 0.01%
117
184
$43.9K 0.01%
800
185
$43.7K 0.01%
946
186
$43.3K 0.01%
872
187
$43.3K 0.01%
2,409
188
$43.2K 0.01%
376
189
$42.7K 0.01%
289
190
$41.9K 0.01%
982
191
$41.3K 0.01%
484
192
$39.6K 0.01%
294
193
$39K 0.01%
194
194
$38.4K 0.01%
576
-39
195
$38K 0.01%
219
196
$37.1K 0.01%
850
197
$36.9K 0.01%
652
-24
198
$35.7K 0.01%
810
199
$34.9K 0.01%
990
+14
200
$34.8K 0.01%
200
6 7
8
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