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
$140M
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$711K
3
+$394K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$309K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$307K

Top Sells

1
+$520K
2
+$468K
3
+$462K
4
CABO icon
Cable One
CABO
+$424K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$330K

Sector Composition

1 Technology 20.17%
2 Financials 14.22%
3 Consumer Discretionary 10.17%
4 Healthcare 9.33%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 1.13%
40,112
+206
27
$1.51M 1.08%
5,732
+41
28
$1.4M 1%
7,803
+190
29
$1.38M 0.99%
27,021
-207
30
$1.34M 0.96%
4,203
-103
31
$1.25M 0.89%
8,242
-337
32
$1.24M 0.89%
14,287
-1,345
33
$1.17M 0.84%
48,692
-197
34
$1.11M 0.79%
5,321
+38
35
$1.06M 0.76%
33,785
-9,545
36
$1M 0.72%
2,741
-5
37
$941K 0.67%
6,423
+93
38
$901K 0.65%
4,155
-12
39
$873K 0.63%
10,480
-99
40
$870K 0.62%
4,549
+373
41
$847K 0.61%
23,460
-4,180
42
$806K 0.58%
10,862
-1,242
43
$797K 0.57%
5,677
+272
44
$775K 0.56%
2,628
-228
45
$765K 0.55%
7,707
-124
46
$763K 0.55%
7,047
+80
47
$759K 0.54%
11,722
-144
48
$724K 0.52%
9,311
-205
49
$717K 0.51%
15,171
-315
50
$716K 0.51%
14,476
+975
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2
3 4 5