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
$143M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1M
3
+$659K
4
TXT icon
Textron
TXT
+$482K
5
WMB icon
Williams Companies
WMB
+$473K

Top Sells

1
+$2.4M
2
+$1.41M
3
+$1.05M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$981K

Sector Composition

1 Technology 20.83%
2 Financials 13.04%
3 Consumer Discretionary 10.98%
4 Healthcare 8.97%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 1.07%
8,810
+61
27
$1.52M 1.06%
29,072
+1,044
28
$1.44M 1.01%
4,413
-655
29
$1.39M 0.97%
15,197
+4,901
30
$1.39M 0.97%
5,693
-814
31
$1.37M 0.96%
27,385
+562
32
$1.35M 0.95%
27,890
+1,150
33
$1.25M 0.87%
13,194
+690
34
$1.21M 0.85%
8,427
+451
35
$1.17M 0.81%
47,875
+1,762
36
$1.15M 0.8%
7,931
+449
37
$1.07M 0.75%
6,222
+663
38
$1.03M 0.72%
5,223
-43
39
$876K 0.61%
2,701
+545
40
$860K 0.6%
4,113
-103
41
$849K 0.59%
9,461
+716
42
$821K 0.57%
4,872
-32
43
$815K 0.57%
10,500
-2,795
44
$815K 0.57%
7,045
-6,609
45
$798K 0.56%
4,838
-547
46
$791K 0.55%
11,522
+2,896
47
$741K 0.52%
1,546
-129
48
$741K 0.52%
4,596
-304
49
$739K 0.52%
9,663
+665
50
$726K 0.51%
7,141
+4,484
1
2
3 4 5