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
$182M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$901K
3
+$717K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$545K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$483K

Top Sells

1
+$758K
2
+$491K
3
+$475K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$366K
5
LHX icon
L3Harris
LHX
+$309K

Sector Composition

1 Technology 1.29%
2 Industrials 1.19%
3 Communication Services 0.91%
4 Utilities 0.9%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8K ﹤0.01%
+164
202
$8K ﹤0.01%
300
+44
203
$7K ﹤0.01%
58
+7
204
$7K ﹤0.01%
56
205
$7K ﹤0.01%
+252
206
$7K ﹤0.01%
400
207
$7K ﹤0.01%
120
+28
208
$7K ﹤0.01%
+100
209
$7K ﹤0.01%
136
210
$7K ﹤0.01%
300
211
$7K ﹤0.01%
53
212
$7K ﹤0.01%
+345
213
$7K ﹤0.01%
+341
214
$7K ﹤0.01%
+307
215
$6K ﹤0.01%
260
216
$6K ﹤0.01%
+2,000
217
$6K ﹤0.01%
147
218
$6K ﹤0.01%
+6
219
$6K ﹤0.01%
+56
220
$5K ﹤0.01%
+220
221
$5K ﹤0.01%
40
+20
222
$5K ﹤0.01%
89
+54
223
$5K ﹤0.01%
+400
224
$5K ﹤0.01%
78
225
$5K ﹤0.01%
83
7 8
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