MIM

Moseley Investment Management Portfolio holdings

AUM $329M
1-Year Est. Return 26.56%
This Quarter Est. Return
1 Year Est. Return
+26.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$802K
3
+$796K
4
QCOM icon
Qualcomm
QCOM
+$796K
5
TMO icon
Thermo Fisher Scientific
TMO
+$606K

Top Sells

1
+$1.3M
2
+$668K
3
+$530K
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$523K
5
VT icon
Vanguard Total World Stock ETF
VT
+$505K

Sector Composition

1 Technology 26.59%
2 Consumer Discretionary 8.97%
3 Financials 8.64%
4 Communication Services 7.75%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 1%
52,550
+1,265
27
$1.16M 0.96%
6,002
+287
28
$1.12M 0.93%
11,934
+2,907
29
$1.08M 0.9%
9,669
-1,050
30
$1.06M 0.88%
26,802
+725
31
$1.05M 0.87%
36,550
-1,181
32
$1.04M 0.87%
11,398
+2,401
33
$1.01M 0.84%
4,469
+500
34
$980K 0.81%
21,530
-20
35
$953K 0.79%
7,969
-105
36
$909K 0.75%
4,497
-499
37
$903K 0.75%
4,823
+112
38
$875K 0.73%
6,388
+702
39
$856K 0.71%
6,961
-329
40
$835K 0.69%
3,563
+21
41
$809K 0.67%
8,236
+843
42
$804K 0.67%
9,672
+765
43
$802K 0.67%
+3,656
44
$800K 0.66%
25,360
+2,990
45
$796K 0.66%
15,907
-26,051
46
$796K 0.66%
+13,533
47
$788K 0.65%
2,563
-26
48
$780K 0.65%
8,743
+264
49
$751K 0.62%
2,540
+962
50
$735K 0.61%
746
+37
1
2
3 4 5