We are live on ! Find out more
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
$208M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.08M
3
+$1.58M
4
POST icon
Post Holdings
POST
+$1.29M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.23M

Top Sells

1
+$5.16M
2
+$3.02M
3
+$3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.87M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.44M

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
701
$2K ﹤0.01%
91
702
$2K ﹤0.01%
222
703
$2K ﹤0.01%
+25
704
$2K ﹤0.01%
100
705
$2K ﹤0.01%
46
706
$2K ﹤0.01%
72
707
$2K ﹤0.01%
+95
708
$2K ﹤0.01%
72
709
$2K ﹤0.01%
245
710
$2K ﹤0.01%
70
711
$2K ﹤0.01%
10
712
$2K ﹤0.01%
139
713
$2K ﹤0.01%
200
714
$2K ﹤0.01%
150
715
$2K ﹤0.01%
51
-211
716
$2K ﹤0.01%
240
717
$2K ﹤0.01%
+160
718
$2K ﹤0.01%
120
719
$2K ﹤0.01%
332
720
$2K ﹤0.01%
163
721
$2K ﹤0.01%
+120
722
$2K ﹤0.01%
91
723
$2K ﹤0.01%
24
724
$2K ﹤0.01%
53
-8
725
$2K ﹤0.01%
97
27 28
29
30 31