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
$203M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$900K
2 +$569K
3 +$537K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$470K
5
BLK icon
Blackrock
BLK
+$386K

Top Sells

1 +$1.1M
2 +$640K
3 +$603K
4
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$315K
5
KMX icon
CarMax
KMX
+$269K

Sector Composition

1 Technology 27.92%
2 Consumer Discretionary 9.4%
3 Financials 9.19%
4 Communication Services 8.14%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.26M 1.12%
9,287
+219
27
$2.1M 1.03%
11,949
+1,619
28
$2M 0.98%
8,805
-192
29
$1.98M 0.98%
35,362
+130
30
$1.91M 0.94%
21,581
+355
31
$1.76M 0.87%
12,080
+390
32
$1.75M 0.86%
7,980
+977
33
$1.75M 0.86%
5,023
+180
34
$1.69M 0.83%
4,473
+269
35
$1.69M 0.83%
6,898
+51
36
$1.67M 0.82%
10,772
+1,111
37
$1.63M 0.8%
4,129
+793
38
$1.54M 0.76%
19,781
+1,897
39
$1.51M 0.74%
29,902
+487
40
$1.37M 0.67%
2,593
+199
41
$1.35M 0.67%
32,777
-376
42
$1.34M 0.66%
863
+21
43
$1.31M 0.65%
7,900
+779
44
$1.28M 0.63%
5,108
+196
45
$1.28M 0.63%
4,108
-202
46
$1.26M 0.62%
5,187
+248
47
$1.26M 0.62%
47,866
+2,212
48
$1.26M 0.62%
3
49
$1.21M 0.59%
4,397
+134
50
$1.19M 0.59%
9,326
+205