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
$723M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.1M
3
+$3.67M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.62M

Top Sells

1
+$7.95M
2
+$7.82M
3
+$764K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$481K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$372K

Sector Composition

1 Technology 1.38%
2 Financials 0.55%
3 Industrials 0.54%
4 Consumer Discretionary 0.46%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$58.5K 0.01%
397
177
$57.7K 0.01%
804
-161
178
$56.7K 0.01%
617
179
$56.1K 0.01%
+1,000
180
$55.3K 0.01%
774
181
$54.5K 0.01%
117
182
$53K 0.01%
516
183
$52.4K 0.01%
262
+125
184
$51.3K 0.01%
675
185
$51.2K 0.01%
1,740
-107
186
$50.7K 0.01%
219
187
$50.2K 0.01%
705
-26
188
$48.4K 0.01%
648
189
$48.1K 0.01%
210
190
$47.8K 0.01%
434
191
$47.7K 0.01%
495
192
$47.5K 0.01%
+385
193
$47.4K 0.01%
463
-26
194
$47.3K 0.01%
1,616
-419
195
$46.6K 0.01%
505
196
$46.4K 0.01%
174
197
$46.2K 0.01%
271
198
$45.8K 0.01%
4,401
199
$45.6K 0.01%
236
200
$45.5K 0.01%
135
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