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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
$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
776
$1K ﹤0.01%
100
777
$1K ﹤0.01%
3,089
+830
778
$1K ﹤0.01%
500
779
$1K ﹤0.01%
53
780
– –
-500
781
$0 ﹤0.01%
+17
782
$0 ﹤0.01%
10
783
– –
-284
784
$0 ﹤0.01%
24
785
– –
0
786
– –
-3
787
$0 ﹤0.01%
40
788
– –
-7,618
789
$0 ﹤0.01%
2
790
$0 ﹤0.01%
30
791
$0 ﹤0.01%
24
792
– –
-124
793
$0 ﹤0.01%
+1,000
794
$0 ﹤0.01%
16
795
– –
-10
796
– –
-24
797
– –
-172
798
– –
-990
799
– –
-500
800
– –
-4,401
30 31
32
33 34