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MFW

Mosaic Family Wealth Portfolio holdings

AUM $383M
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$5.01M
3
+$4.29M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.24M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.12M

Top Sells

1
+$2.05M
2
+$1.53M
3
+$1.5M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.08M
5
PYPL icon
PayPal
PYPL
+$970K

Sector Composition

1 Energy 4.67%
2 Technology 3.54%
3 Healthcare 3.14%
4 Financials 2.95%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$23K 0.01%
1,970
427
$23K 0.01%
+650
428
$23K 0.01%
300
-60
429
$23K 0.01%
1,110
430
$23K 0.01%
+1,500
431
$23K 0.01%
288
432
$22K 0.01%
188
433
$22K 0.01%
422
434
$22K 0.01%
340
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435
$22K 0.01%
269
436
$22K 0.01%
354
-510
437
$21K 0.01%
200
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438
$21K 0.01%
1,000
439
$21K 0.01%
800
440
$21K 0.01%
1,300
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441
$21K 0.01%
350
442
$21K 0.01%
4,849
-5,069
443
$21K 0.01%
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$20K 0.01%
315
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$20K 0.01%
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447
$20K 0.01%
417
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448
$20K 0.01%
234
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449
$20K 0.01%
+363
450
$20K 0.01%
583
16 17
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19 20