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
$154M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$478K
2
+$338K
3
+$295K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$276K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$264K

Top Sells

1
+$610K
2
+$411K
3
+$408K
4
ENPH icon
Enphase Energy
ENPH
+$227K
5
IIPR icon
Innovative Industrial Properties
IIPR
+$221K

Sector Composition

1 Technology 22.56%
2 Financials 13%
3 Consumer Discretionary 11.66%
4 Healthcare 8.17%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 1.08%
4,323
+120
27
$1.62M 1.05%
19,436
+323
28
$1.53M 0.99%
15,263
+976
29
$1.39M 0.9%
5,764
+32
30
$1.36M 0.88%
8,309
+506
31
$1.29M 0.84%
49,960
+1,268
32
$1.25M 0.81%
8,392
+150
33
$1.23M 0.8%
5,442
+121
34
$1.19M 0.77%
2,402
+961
35
$1.16M 0.76%
11,877
+155
36
$1.11M 0.72%
843
+30
37
$1.1M 0.72%
6,632
+209
38
$1.1M 0.71%
50,678
39
$1.1M 0.71%
26,965
-56
40
$1.01M 0.66%
11,503
+641
41
$1M 0.65%
23,940
+480
42
$946K 0.61%
4,735
+77
43
$944K 0.61%
2,748
+7
44
$934K 0.61%
4,226
+71
45
$908K 0.59%
26,280
46
$892K 0.58%
8,451
+1,404
47
$856K 0.56%
4,195
-354
48
$852K 0.55%
4,020
+32
49
$837K 0.54%
8,613
+1,458
50
$834K 0.54%
11,320
+3,408
1
2
3 4 5