MFW

Mosaic Family Wealth Portfolio holdings

AUM $383M
1-Year Est. Return 20.64%
This Quarter Est. Return
1 Year Est. Return
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$1.78M
3
+$1.69M
4
POST icon
Post Holdings
POST
+$1.38M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.32M

Top Sells

1
+$5.42M
2
+$3.19M
3
+$3.11M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.88M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.57M

Sector Composition

1 Energy 7.27%
2 Healthcare 6.67%
3 Technology 4.91%
4 Consumer Staples 4.42%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$32K 0.02%
858
+500
377
$31K 0.01%
92
-40
378
$31K 0.01%
2,355
379
$31K 0.01%
1,600
+1,500
380
$31K 0.01%
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381
$30K 0.01%
478
382
$30K 0.01%
890
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383
$30K 0.01%
260
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384
$30K 0.01%
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385
$29K 0.01%
2,000
386
$29K 0.01%
4,405
387
$29K 0.01%
1,000
388
$28K 0.01%
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389
$28K 0.01%
2,454
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390
$28K 0.01%
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391
$28K 0.01%
704
392
$28K 0.01%
488
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$27K 0.01%
900
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$27K 0.01%
522
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399
$27K 0.01%
374
400
$26K 0.01%
965
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16
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