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MFWP

Mosaic Family Wealth Partners Portfolio holdings

AUM $977M
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$853M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$2.32M
3
+$2.27M
4
BALL icon
Ball Corp
BALL
+$1.56M
5
IBM icon
IBM
IBM
+$1.41M

Top Sells

1
+$5.02M
2
+$2.73M
3
+$665K
4
GLD icon
SPDR Gold Trust
GLD
+$539K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$483K

Sector Composition

1 Technology 5.02%
2 Financials 2.35%
3 Consumer Discretionary 1.95%
4 Industrials 1.08%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$326K 0.04%
4,007
+20
177
$324K 0.04%
1,310
-85
178
$318K 0.04%
3,416
-880
179
$317K 0.04%
7,262
180
$306K 0.04%
4,660
-77
181
$299K 0.04%
+8,675
182
$290K 0.03%
2,429
+209
183
$290K 0.03%
5,786
184
$288K 0.03%
5,898
185
$287K 0.03%
7,404
+502
186
$287K 0.03%
3,328
187
$283K 0.03%
6,822
+477
188
$283K 0.03%
3,978
189
$281K 0.03%
3,578
+92
190
$275K 0.03%
1,009
191
$274K 0.03%
1,473
-60
192
$269K 0.03%
2,114
-8
193
$261K 0.03%
11,102
+579
194
$259K 0.03%
3,022
+341
195
$257K 0.03%
619
+1
196
$253K 0.03%
4,582
-45
197
$248K 0.03%
1,611
-196
198
$247K 0.03%
2,085
+16
199
$242K 0.03%
+2,785
200
$237K 0.03%
3,635
+1
6 7
8
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