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
$107M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$890K
3
+$863K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$693K
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$402K

Top Sells

1
+$403K
2
+$324K
3
+$319K
4
IDXX icon
Idexx Laboratories
IDXX
+$240K
5
HDS
HD Supply Holdings, Inc.
HDS
+$217K

Sector Composition

1 Consumer Staples 11.8%
2 Technology 9.91%
3 Financials 9.51%
4 Communication Services 9.49%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$602K 0.56%
10,940
52
$578K 0.54%
5,102
-2,820
53
$556K 0.52%
11,291
+42
54
$549K 0.51%
4,839
-1,019
55
$540K 0.5%
4,099
+148
56
$540K 0.5%
11,288
-992
57
$539K 0.5%
2,884
+435
58
$524K 0.49%
3,456
+286
59
$524K 0.49%
1,948
60
$507K 0.47%
8,176
+1,795
61
$488K 0.45%
18,674
+993
62
$486K 0.45%
3,000
-2,000
63
$484K 0.45%
6,357
-2,250
64
$482K 0.45%
8,920
-3,820
65
$476K 0.44%
1,624
+1
66
$468K 0.44%
3,059
-22
67
$448K 0.42%
239
+29
68
$444K 0.41%
6,273
+828
69
$443K 0.41%
12,015
+1,503
70
$434K 0.4%
9,765
+2,419
71
$434K 0.4%
2,891
+69
72
$414K 0.39%
3,862
-238
73
$411K 0.38%
11,886
+2,154
74
$410K 0.38%
1,550
+31
75
$409K 0.38%
8,410
1 2
3
4 5