MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.77M
3
+$4.61M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.95M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.67M

Top Sells

1
+$1.57M
2
+$589K
3
+$563K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$383K
5
MMM icon
3M
MMM
+$335K

Sector Composition

1 Technology 1.6%
2 Industrials 0.53%
3 Financials 0.52%
4 Consumer Discretionary 0.41%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$48.9K 0.01%
1,069
-6
202
$48.4K 0.01%
219
203
$48.3K 0.01%
+792
204
$47.8K 0.01%
2,445
205
$47.4K 0.01%
95
-64
206
$46.9K 0.01%
570
207
$46.7K 0.01%
284
208
$46.4K 0.01%
215
-61
209
$45.5K 0.01%
551
+380
210
$45K 0.01%
1,536
211
$44.1K 0.01%
129
+100
212
$43.9K 0.01%
1,000
213
$43.3K 0.01%
541
214
$43K 0.01%
300
-15
215
$42.6K 0.01%
381
216
$41.7K ﹤0.01%
174
217
$41.6K ﹤0.01%
1,304
218
$41.5K ﹤0.01%
160
219
$41K ﹤0.01%
60
220
$40.6K ﹤0.01%
534
221
$40.4K ﹤0.01%
418
222
$40.2K ﹤0.01%
925
223
$40.1K ﹤0.01%
400
224
$39.4K ﹤0.01%
64
225
$38.6K ﹤0.01%
3,736
7 8
9
10 11