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
$95.3M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$471K
3
+$261K
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$257K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$253K

Top Sells

1
+$3.96M
2
+$1.55M
3
+$778K
4
MSFT icon
Microsoft
MSFT
+$754K
5
AAPL icon
Apple
AAPL
+$632K

Sector Composition

1 Financials 9.8%
2 Technology 9.7%
3 Communication Services 9.43%
4 Consumer Discretionary 7.54%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$555K 0.58%
7,866
-2,977
52
$545K 0.57%
11,930
+639
53
$544K 0.57%
9,050
+874
54
$527K 0.55%
19,874
+1,200
55
$524K 0.55%
1,959
-3
56
$503K 0.53%
1,745
+296
57
$497K 0.52%
1,823
-125
58
$492K 0.52%
3,220
+220
59
$474K 0.5%
9,695
-70
60
$457K 0.48%
13,105
+1,219
61
$452K 0.47%
2,337
+1,078
62
$447K 0.47%
5,864
-493
63
$440K 0.46%
2,913
+22
64
$436K 0.46%
2,061
+316
65
$434K 0.46%
3,862
66
$421K 0.44%
1,550
67
$419K 0.44%
5,277
-996
68
$418K 0.44%
213
-26
69
$407K 0.43%
8,220
-190
70
$392K 0.41%
1,889
+183
71
$387K 0.41%
2,784
-1,315
72
$387K 0.41%
1,304
-320
73
$381K 0.4%
10,161
-125
74
$380K 0.4%
9,771
-19
75
$378K 0.4%
8,349
1 2
3
4 5