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
$489M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.94M
3
+$1.72M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.27M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.17M

Top Sells

1
+$484K
2
+$411K
3
+$360K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$357K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$324K

Sector Composition

1 Technology 1.33%
2 Industrials 0.63%
3 Consumer Discretionary 0.63%
4 Financials 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$34.6K 0.01%
164
-100
202
$34.5K 0.01%
1,840
203
$34K 0.01%
164
204
$33.7K 0.01%
12,709
+432
205
$33.5K 0.01%
136
-100
206
$33.3K 0.01%
400
207
$33.2K 0.01%
815
208
$33K 0.01%
2,630
-92
209
$32.9K 0.01%
240
210
$32.7K 0.01%
1,923
211
$32.4K 0.01%
609
-21
212
$32.2K 0.01%
4,760
213
$31.2K 0.01%
+534
214
$30.4K 0.01%
200
215
$30.2K 0.01%
345
216
$30.1K 0.01%
526
217
$29.5K 0.01%
64
218
$28.6K 0.01%
399
219
$28.1K 0.01%
147
220
$27.5K 0.01%
60
221
$27.3K 0.01%
564
222
$26.9K 0.01%
869
-1,981
223
$26.8K 0.01%
563
+150
224
$26.7K 0.01%
91
225
$26.6K 0.01%
381
7 8
9
10 11