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
$96.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$3.58M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.36M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$3.19M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 13.14%
2 Technology 10.32%
3 Communication Services 10.16%
4 Financials 8.92%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$564K 0.59%
+11,249
52
$533K 0.55%
+3,951
53
$531K 0.55%
+5,243
54
$528K 0.55%
+15,001
55
$527K 0.55%
+17,510
56
$506K 0.53%
+1,948
57
$504K 0.52%
+14,743
58
$502K 0.52%
+3,170
59
$494K 0.51%
+3,081
60
$491K 0.51%
+8,607
61
$458K 0.48%
+1,623
62
$454K 0.47%
+17,681
63
$440K 0.46%
+2,449
64
$409K 0.43%
+4,100
65
$408K 0.42%
+2,822
66
$403K 0.42%
+5,889
67
$398K 0.41%
+8,410
68
$384K 0.4%
+10,326
69
$379K 0.39%
+3,856
70
$375K 0.39%
+10,264
71
$371K 0.39%
+7,400
72
$368K 0.38%
+6,381
73
$366K 0.38%
+210
74
$366K 0.38%
+2,952
75
$364K 0.38%
+5,445
1 2
3
4 5