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
$723M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.1M
3
+$3.67M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.62M

Top Sells

1
+$7.95M
2
+$7.82M
3
+$764K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$481K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$372K

Sector Composition

1 Technology 1.38%
2 Financials 0.55%
3 Industrials 0.54%
4 Consumer Discretionary 0.46%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$44.9K 0.01%
136
202
$44.2K 0.01%
2,263
+175
203
$44K 0.01%
377
204
$42.8K 0.01%
+570
205
$42.4K 0.01%
381
206
$42.4K 0.01%
160
207
$41.9K 0.01%
212
208
$41.8K 0.01%
465
209
$41.3K 0.01%
1,075
210
$40.2K 0.01%
925
211
$40.1K 0.01%
289
212
$38.8K 0.01%
470
-14
213
$38.5K 0.01%
188
214
$36.9K 0.01%
220
+70
215
$36.8K 0.01%
60
216
$36.8K 0.01%
534
217
$36.4K 0.01%
1,840
-4,371
218
$36.1K 0.01%
284
219
$36K 0.01%
552
+3
220
$35.6K ﹤0.01%
418
221
$35.2K ﹤0.01%
950
222
$35K ﹤0.01%
19
223
$34.7K ﹤0.01%
164
224
$34.3K ﹤0.01%
1,000
225
$32.8K ﹤0.01%
60
7 8
9
10 11