MFP

Mosaic Financial Partners Portfolio holdings

AUM $152M
1-Year Est. Return 1.45%
This Quarter Est. Return
1 Year Est. Return
+1.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$3.9M
2 +$2.87M
3 +$2.58M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$739K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$548K

Sector Composition

1 Real Estate 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$178K 0.1%
13,590
52
-7,425