MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.77M
3
+$4.61M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.95M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.67M

Top Sells

1
+$1.57M
2
+$589K
3
+$563K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$383K
5
MMM icon
3M
MMM
+$335K

Sector Composition

1 Technology 1.6%
2 Industrials 0.53%
3 Financials 0.52%
4 Consumer Discretionary 0.41%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$63.6K 0.01%
253
177
$61.8K 0.01%
1,740
178
$60.6K 0.01%
886
-100
179
$60.2K 0.01%
657
+14
180
$60.1K 0.01%
721
+10
181
$59.9K 0.01%
377
182
$59.3K 0.01%
1,000
183
$58.6K 0.01%
495
184
$58.5K 0.01%
617
185
$58.4K 0.01%
236
186
$58.2K 0.01%
319
+54
187
$58.1K 0.01%
461
-1
188
$56.9K 0.01%
135
189
$56.5K 0.01%
434
190
$56.1K 0.01%
399
191
$55.6K 0.01%
117
192
$54.5K 0.01%
1,209
193
$54.5K 0.01%
165
-70
194
$52.4K 0.01%
385
195
$50.8K 0.01%
424
196
$50.5K 0.01%
1,549
197
$50.5K 0.01%
505
198
$50.4K 0.01%
336
199
$49.9K 0.01%
289
200
$49K 0.01%
397
6 7
8
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