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
426
$21K 0.01%
2,000
427
$21K 0.01%
1,801
428
$21K 0.01%
1,000
429
$21K 0.01%
181
430
$20K 0.01%
1,970
431
$20K 0.01%
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432
$20K 0.01%
4,500
433
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402
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434
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882
435
$20K 0.01%
333
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436
$20K 0.01%
2,617
437
$20K 0.01%
324
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438
$20K 0.01%
414
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439
$20K 0.01%
800
440
$19K 0.01%
1,072
441
$19K 0.01%
400
442
$19K 0.01%
2,800
443
$19K 0.01%
+1,225
444
$19K 0.01%
300
445
$19K 0.01%
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446
$19K 0.01%
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447
$18K 0.01%
1,808
448
$18K 0.01%
200
449
$18K 0.01%
786
450
$18K 0.01%
800
16 17
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