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
$181M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$967K
3
+$791K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$603K
5
SPGI icon
S&P Global
SPGI
+$554K

Top Sells

1
+$904K
2
+$771K
3
+$617K
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$553K
5
V icon
Visa
V
+$539K

Sector Composition

1 Technology 26.31%
2 Consumer Discretionary 9.87%
3 Financials 8.57%
4 Communication Services 8.14%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 1.11%
8,997
+669
27
$2M 1.11%
8,237
+1,345
28
$1.93M 1.07%
38,398
+8,261
29
$1.91M 1.06%
10,330
+86
30
$1.89M 1.05%
21,226
+3,543
31
$1.55M 0.86%
4,204
-798
32
$1.54M 0.85%
12,825
+164
33
$1.52M 0.84%
7,003
+227
34
$1.45M 0.8%
6,847
+1,243
35
$1.43M 0.79%
4,843
-123
36
$1.42M 0.79%
9,661
+172
37
$1.29M 0.72%
7,121
+2,013
38
$1.29M 0.72%
11,690
+1,890
39
$1.28M 0.71%
17,884
+496
40
$1.27M 0.7%
9,555
-1,523
41
$1.25M 0.69%
2,394
+106
42
$1.24M 0.69%
842
+61
43
$1.23M 0.68%
26,540
+810
44
$1.23M 0.68%
4,939
+611
45
$1.18M 0.66%
33,153
-2,798
46
$1.18M 0.65%
29,415
+663
47
$1.16M 0.64%
3
-2
48
$1.15M 0.63%
9,121
-400
49
$1.14M 0.63%
3,336
+271
50
$1.13M 0.62%
4,310
+23
1
2
3 4 5