MA

Mosaic Advisors Portfolio holdings

AUM $68.1M
1-Year Est. Return 12.4%
This Quarter Est. Return
1 Year Est. Return
+12.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$38.1M
2 +$24.8M
3 +$7.59M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.22M
5
AAPL icon
Apple
AAPL
+$6.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.83%
2 Consumer Staples 2.46%
3 Materials 2.33%
4 Healthcare 2.03%
5 Industrials 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$352K 0.32%
+4,918
27
$300K 0.27%
+2,031
28
$254K 0.23%
+3,296
29
$248K 0.23%
+1,573