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
$468M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.62M
3
+$2.11M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.94M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.07M

Top Sells

1
+$1.5M
2
+$897K
3
+$538K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$493K
5
WEC icon
WEC Energy
WEC
+$481K

Sector Composition

1 Technology 1.25%
2 Financials 0.72%
3 Industrials 0.66%
4 Consumer Discretionary 0.64%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$39.9K 0.01%
872
202
$39.2K 0.01%
676
+25
203
$38.8K 0.01%
12,277
+370
204
$37K 0.01%
976
205
$36.7K 0.01%
982
206
$36.3K 0.01%
850
207
$36.2K 0.01%
240
208
$35.7K 0.01%
219
209
$35.4K 0.01%
+800
210
$35.3K 0.01%
+700
211
$34.5K 0.01%
630
+21
212
$34.1K 0.01%
815
213
$34K 0.01%
+600
214
$33.7K 0.01%
1,923
215
$33.2K 0.01%
194
216
$33.2K 0.01%
1,840
217
$31.7K 0.01%
526
218
$31.6K 0.01%
454
219
$31.3K 0.01%
164
220
$30.5K 0.01%
400
221
$30.3K 0.01%
64
-204
222
$30.2K 0.01%
+200
223
$29.9K 0.01%
4,760
224
$29.9K 0.01%
950
225
$28.5K 0.01%
564
7 8
9
10 11