MFG

Mosaic Financial Group Portfolio holdings

AUM $131M
1-Year Est. Return 15.98%
This Quarter Est. Return
1 Year Est. Return
+15.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$11.6M
3 +$7.56M
4
UNP icon
Union Pacific
UNP
+$5.97M
5
AAPL icon
Apple
AAPL
+$3.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.63%
2 Financials 11.62%
3 Industrials 6.7%
4 Communication Services 5.99%
5 Healthcare 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$133K 0.11%
+10,500
127
$130K 0.1%
+10,000
128
$85K 0.07%
+13,000
129
$45K 0.04%
+14,000