MFG
Mosaic Financial Group Portfolio holdings
AUM
$141M
1-Year Est. Return
18.89%
This Fund
S&P 500
1 Year Est. Return
+18.89%
AUM
$146M
AUM Growth
+$5.92M
(+4.2%)
Holding
128
Top Buys
| 1 | +$1.12M | |
| 2 | +$492K | |
| 3 | +$477K | |
| 4 |
Vanguard Russell 2000 Value ETF
VTWV
|
+$419K |
| 5 |
Eaton Vance Total Return Bond ETF
EVTR
|
+$304K |
Top Sells
| 1 | +$494K | |
| 2 | +$348K | |
| 3 | +$295K | |
| 4 |
Oracle
ORCL
|
+$216K |
| 5 |
American Tower
AMT
|
+$202K |
Sector Composition
| 1 | Technology | 13.29% |
| 2 | Financials | 8.94% |
| 3 | Communication Services | 7.24% |
| 4 | Industrials | 5.62% |
| 5 | Healthcare | 4.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
American Tower
AMT
$88.2B
| – | – |
-1,052
|
|
||
127
iShares Bitcoin Trust
IBIT
$50B
| – | – |
-5,359
|
|
||
|
128
Oracle
ORCL
$674B
| – | – |
-767
|
|