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
$102M
AUM Growth
+$6.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.92M
3
+$1.17M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$994K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$667K

Top Sells

1
+$3.15M
2
+$2.83M
3
+$1.11M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$746K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$728K

Sector Composition

1 Technology 11.61%
2 Financials 10.51%
3 Communication Services 9.48%
4 Consumer Discretionary 7.66%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$667K 0.66%
+8,277
52
$661K 0.65%
7,468
-1,524
53
$580K 0.57%
2,406
+69
54
$572K 0.56%
+4,000
55
$557K 0.55%
4,823
-5,147
56
$554K 0.54%
6,280
+416
57
$551K 0.54%
14,666
+4,505
58
$547K 0.54%
3,890
+670
59
$539K 0.53%
1,823
60
$516K 0.51%
9,216
-479
61
$513K 0.5%
1,746
+1
62
$499K 0.49%
8,725
-325
63
$477K 0.47%
2,915
+2
64
$475K 0.47%
+2,263
65
$459K 0.45%
6,571
-1,295
66
$453K 0.45%
17,127
-2,747
67
$446K 0.44%
5,213
-64
68
$444K 0.44%
8,348
-1
69
$441K 0.43%
1,477
-73
70
$439K 0.43%
214
+1
71
$434K 0.43%
8,220
72
$411K 0.4%
2,164
+275
73
$406K 0.4%
2,021
-40
74
$403K 0.4%
10,650
-2,455
75
$394K 0.39%
1,226
-78
1 2
3
4 5