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
751
$1K ﹤0.01%
100
752
$1K ﹤0.01%
16
753
$1K ﹤0.01%
40
754
$1K ﹤0.01%
18
755
$1K ﹤0.01%
+60
756
$1K ﹤0.01%
120
757
$1K ﹤0.01%
103
758
$1K ﹤0.01%
15
+5
759
$1K ﹤0.01%
487
760
$1K ﹤0.01%
100
761
$1K ﹤0.01%
42
+15
762
$1K ﹤0.01%
17
763
$1K ﹤0.01%
+14
764
$1K ﹤0.01%
20
+8
765
$1K ﹤0.01%
156
766
$1K ﹤0.01%
225
+4
767
$1K ﹤0.01%
127
768
$1K ﹤0.01%
111
769
$1K ﹤0.01%
100
770
$1K ﹤0.01%
3,089
+830
771
$1K ﹤0.01%
500
772
$1K ﹤0.01%
111
773
$1K ﹤0.01%
6
-17
774
$1K ﹤0.01%
68
775
$1K ﹤0.01%
28
29 30
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32 33