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
$439M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.5M
3
+$6.09M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.34M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.14M

Top Sells

1
+$1.42M
2
+$1.03M
3
+$1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$873K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$618K

Sector Composition

1 Technology 1.13%
2 Financials 0.86%
3 Industrials 0.73%
4 Consumer Discretionary 0.7%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$34K 0.01%
+1,840
202
$33.2K 0.01%
400
203
$33.1K 0.01%
+245
204
$32.6K 0.01%
136
+42
205
$32.5K 0.01%
950
206
$32.4K 0.01%
454
+30
207
$30.9K 0.01%
526
+2
208
$30.8K 0.01%
475
+108
209
$30.7K 0.01%
609
+34
210
$30.4K 0.01%
194
+36
211
$29K 0.01%
387
212
$28.3K 0.01%
+334
213
$28.3K 0.01%
314
214
$28.2K 0.01%
+4,760
215
$27.8K 0.01%
236
+114
216
$27.7K 0.01%
246
+240
217
$27.5K 0.01%
240
218
$27.4K 0.01%
381
+84
219
$27.1K 0.01%
2,855
-4
220
$27.1K 0.01%
399
221
$26.5K 0.01%
414
+24
222
$26.5K 0.01%
1,077
+60
223
$25.9K 0.01%
1,058
224
$25.8K 0.01%
2,284
+2
225
$25.3K 0.01%
229
7 8
9
10 11