MIM

Moseley Investment Management Portfolio holdings

AUM $290M
1-Year Est. Return 24.06%
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.3M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$471K
3
+$261K
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$257K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$253K

Top Sells

1
+$3.96M
2
+$1.55M
3
+$778K
4
MSFT icon
Microsoft
MSFT
+$754K
5
AAPL icon
Apple
AAPL
+$632K

Sector Composition

1 Financials 9.8%
2 Technology 9.7%
3 Communication Services 9.43%
4 Consumer Discretionary 7.54%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 1.24%
15,094
-496
27
$1.16M 1.22%
9,970
+2,243
28
$1.11M 1.17%
31,498
+5,252
29
$1.04M 1.09%
36,496
+1,043
30
$1.02M 1.08%
27,897
+6,989
31
$1.01M 1.06%
8,142
-3,563
32
$999K 1.05%
33,658
+78
33
$986K 1.03%
5,930
-354
34
$924K 0.97%
5,372
+283
35
$923K 0.97%
8,908
+476
36
$919K 0.96%
2,453
-352
37
$847K 0.89%
7,138
-3,651
38
$814K 0.85%
23,867
-3,610
39
$790K 0.83%
6,795
-287
40
$775K 0.81%
13,390
+2,450
41
$773K 0.81%
5,625
-374
42
$737K 0.77%
6,262
+558
43
$728K 0.76%
21,223
+1,868
44
$721K 0.76%
165,680
-19,520
45
$712K 0.75%
3,996
-498
46
$702K 0.74%
4,731
+1,275
47
$681K 0.71%
8,992
-1,780
48
$652K 0.68%
5,232
+393
49
$651K 0.68%
23,590
-500
50
$642K 0.67%
5,665
+563
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