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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
$217M
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$636K
3
+$410K
4
SCHW
Charles Schwab
SCHW
+$372K
5
MON
Monsanto Co
MON
+$353K

Top Sells

1
+$2.21M
2
+$580K
3
+$445K
4
HAL icon
Halliburton
HAL
+$319K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$314K

Sector Composition

1 Energy 8.64%
2 Technology 5.26%
3 Healthcare 4.96%
4 Financials 4.74%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
28
627
$3K ﹤0.01%
23
628
$3K ﹤0.01%
70
629
$3K ﹤0.01%
10
630
$3K ﹤0.01%
139
631
$3K ﹤0.01%
123
632
$3K ﹤0.01%
200
633
$3K ﹤0.01%
243
+3
634
$3K ﹤0.01%
+252
635
$3K ﹤0.01%
24
636
$3K ﹤0.01%
123
637
$3K ﹤0.01%
+113
638
$3K ﹤0.01%
177
639
$3K ﹤0.01%
100
640
$3K ﹤0.01%
+37
641
$3K ﹤0.01%
154
642
$3K ﹤0.01%
98
643
$3K ﹤0.01%
108
644
$3K ﹤0.01%
128
645
$3K ﹤0.01%
73
646
$3K ﹤0.01%
105
647
$3K ﹤0.01%
54
648
$3K ﹤0.01%
320
649
$3K ﹤0.01%
211
650
$3K ﹤0.01%
87
24 25
26
27 28