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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
$248M
AUM Growth
+$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$592K
3
+$565K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$256K
5
HDV
iShares Core High Dividend ETF
HDV
+$247K

Top Sells

1
+$6.98M
2
+$6.76M
3
+$3.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.16M
5
POST icon
Post Holdings
POST
+$2M

Sector Composition

1 Energy 4.45%
2 Technology 4.14%
3 Financials 3.7%
4 Healthcare 3.47%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1K ﹤0.01%
35
677
$1K ﹤0.01%
35
678
$1K ﹤0.01%
+43
679
$1K ﹤0.01%
12
680
$1K ﹤0.01%
99
681
$1K ﹤0.01%
100
682
$1K ﹤0.01%
3
683
$1K ﹤0.01%
487
684
$1K ﹤0.01%
81
685
$1K ﹤0.01%
500
686
$1K ﹤0.01%
1,000
687
$1K ﹤0.01%
20
688
$1K ﹤0.01%
39
689
$1K ﹤0.01%
1
690
– –
-665
691
$0 ﹤0.01%
25
692
– –
-2,350
693
$0 ﹤0.01%
7
694
– –
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695
– –
0
696
– –
-20,000
697
– –
-99
698
$0 ﹤0.01%
3
-174
699
– –
0
700
$0 ﹤0.01%
300
26 27
28
29 30