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
$474M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.27M
3
+$638K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$480K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$352K

Top Sells

1
+$670K
2
+$592K
3
+$573K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$451K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$408K

Sector Composition

1 Technology 1.48%
2 Financials 0.66%
3 Consumer Discretionary 0.64%
4 Industrials 0.64%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$38.3K 0.01%
469
-15
202
$37.5K 0.01%
591
+558
203
$37.1K 0.01%
136
204
$37.1K 0.01%
907
-75
205
$36.9K 0.01%
850
206
$35.5K 0.01%
289
207
$33.4K 0.01%
219
208
$33.3K 0.01%
646
+37
209
$32.5K 0.01%
187
+96
210
$32.3K 0.01%
874
+311
211
$32.2K 0.01%
240
212
$31.8K 0.01%
1,840
213
$31.1K 0.01%
6,216
214
$31.1K 0.01%
977
+532
215
$30.8K 0.01%
815
216
$30.7K 0.01%
60
217
$30.6K 0.01%
+3,189
218
$30.6K 0.01%
810
219
$30.3K 0.01%
164
220
$30.3K 0.01%
+569
221
$29.8K 0.01%
147
222
$29.4K 0.01%
1,788
223
$29.2K 0.01%
381
224
$29.2K 0.01%
400
225
$28.9K 0.01%
+614
7 8
9
10 11