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
$120M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$802K
3
+$796K
4
QCOM icon
Qualcomm
QCOM
+$796K
5
TMO icon
Thermo Fisher Scientific
TMO
+$606K

Top Sells

1
+$1.3M
2
+$668K
3
+$530K
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$523K
5
VT icon
Vanguard Total World Stock ETF
VT
+$505K

Sector Composition

1 Technology 26.59%
2 Consumer Discretionary 8.97%
3 Financials 8.64%
4 Communication Services 7.75%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$733K 0.61%
3,997
+47
52
$718K 0.6%
4,290
+15
53
$693K 0.58%
7,300
+1,210
54
$689K 0.57%
22,193
-409
55
$681K 0.57%
4,707
+2,561
56
$621K 0.52%
11,466
+4,247
57
$620K 0.51%
5,549
+2,056
58
$614K 0.51%
2,026
+72
59
$611K 0.51%
2,591
-84
60
$606K 0.5%
+1,672
61
$605K 0.5%
21,620
-1,984
62
$586K 0.49%
+48,000
63
$567K 0.47%
10,329
+512
64
$553K 0.46%
14,649
-1,175
65
$538K 0.45%
15,531
+545
66
$506K 0.42%
8,923
+732
67
$489K 0.41%
4,039
-519
68
$483K 0.4%
3,087
+3
69
$462K 0.38%
2,321
+339
70
$428K 0.36%
2,375
-123
71
$416K 0.35%
7,608
+2,387
72
$399K 0.33%
2,455
+5
73
$397K 0.33%
21,854
+342
74
$397K 0.33%
1,602
+289
75
$396K 0.33%
7,657
+1,970
1 2
3
4 5