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
$474M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.27M
3
+$638K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$480K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$352K

Top Sells

1
+$670K
2
+$592K
3
+$573K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$451K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$408K

Sector Composition

1 Technology 1.48%
2 Financials 0.66%
3 Consumer Discretionary 0.64%
4 Industrials 0.64%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$49.3K 0.01%
2,035
177
$49.2K 0.01%
628
178
$48.7K 0.01%
3,917
+2,273
179
$48.3K 0.01%
1,549
180
$48.1K 0.01%
872
181
$47K 0.01%
800
182
$47K 0.01%
+407
183
$46.8K 0.01%
314
+20
184
$46.6K 0.01%
212
185
$46.2K 0.01%
791
+215
186
$46.2K 0.01%
124
+7
187
$45.8K 0.01%
2,409
188
$45.7K 0.01%
3,000
189
$45.2K 0.01%
555
-48
190
$44.2K 0.01%
774
191
$44.2K 0.01%
188
-25
192
$42.9K 0.01%
+795
193
$41.4K 0.01%
194
194
$41.2K 0.01%
376
195
$41.1K 0.01%
571
-119
196
$41.1K 0.01%
653
+1
197
$40.5K 0.01%
4,401
198
$39.6K 0.01%
13,166
+457
199
$39.1K 0.01%
231
+200
200
$38.6K 0.01%
255
-250
6 7
8
9 10