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
$185M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$687K
2
+$448K
3
+$416K
4
IRT icon
Independence Realty Trust
IRT
+$289K
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$268K

Top Sells

1
+$2.36M
2
+$1.4M
3
+$846K
4
BAND icon
Bandwidth Inc
BAND
+$695K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$662K

Sector Composition

1 Technology 23.77%
2 Financials 13.33%
3 Consumer Discretionary 11.09%
4 Communication Services 8.16%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1%
13,654
27
$1.77M 0.96%
17,452
-957
28
$1.74M 0.94%
34,226
+543
29
$1.73M 0.94%
10,681
-4,082
30
$1.72M 0.93%
12,504
+29
31
$1.7M 0.92%
8,749
-238
32
$1.68M 0.91%
26,740
-160
33
$1.68M 0.91%
26,823
-3,109
34
$1.59M 0.86%
9,827
-280
35
$1.57M 0.85%
6,507
-382
36
$1.53M 0.83%
1,044
37
$1.45M 0.78%
28,028
+650
38
$1.42M 0.77%
3,188
39
$1.4M 0.75%
14,475
40
$1.33M 0.72%
28,820
-12,912
41
$1.31M 0.71%
10,296
-2,526
42
$1.22M 0.66%
7,976
-18
43
$1.22M 0.66%
7,482
-1,039
44
$1.2M 0.65%
8,844
-291
45
$1.19M 0.64%
46,113
+17,344
46
$1.17M 0.63%
5,266
+212
47
$1.14M 0.62%
5,385
-1,517
48
$1.11M 0.6%
4,904
-924
49
$1.09M 0.59%
4,900
+26
50
$1.09M 0.59%
13,295
-28,836
1
2
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