MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$28M
3
+$8.04M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.74M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.16M

Top Sells

1
+$22.8M
2
+$22.1M
3
+$3M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.35M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$705K

Sector Composition

1 Technology 1.53%
2 Industrials 0.57%
3 Financials 0.52%
4 Consumer Discretionary 0.42%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$62.1K 0.01%
774
177
$60.1K 0.01%
1,000
178
$59K 0.01%
135
179
$57.8K 0.01%
276
+5
180
$57.3K 0.01%
533
181
$56.8K 0.01%
1,740
182
$56.7K 0.01%
617
183
$56.1K 0.01%
253
184
$56K 0.01%
1,209
185
$55.1K 0.01%
711
+6
186
$54.9K 0.01%
117
187
$54.6K 0.01%
294
188
$53.7K 0.01%
495
189
$53.7K 0.01%
236
190
$53.7K 0.01%
462
-1
191
$53.1K 0.01%
377
192
$52.8K 0.01%
136
193
$52.7K 0.01%
399
194
$52.7K 0.01%
434
195
$51.2K 0.01%
675
196
$50.1K 0.01%
219
197
$47.8K 0.01%
505
198
$47.7K 0.01%
397
199
$47.3K 0.01%
60
200
$47.1K 0.01%
460
+400
6 7
8
9 10