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
$88.5M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$635K
2
+$543K
3
+$477K
4
ABBV icon
AbbVie
ABBV
+$55.5K

Top Sells

1
+$5M
2
+$4.98M
3
+$3.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.3M
5
IAU icon
iShares Gold Trust
IAU
+$3.29M

Sector Composition

1 Technology 5.44%
2 Materials 2.59%
3 Industrials 1.33%
4 Healthcare 0.53%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
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