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
$181M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$967K
3
+$791K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$603K
5
SPGI icon
S&P Global
SPGI
+$554K

Top Sells

1
+$904K
2
+$771K
3
+$617K
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$553K
5
V icon
Visa
V
+$539K

Sector Composition

1 Technology 26.31%
2 Consumer Discretionary 9.87%
3 Financials 8.57%
4 Communication Services 8.14%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.62%
8,203
+81
52
$1.11M 0.61%
17,036
+1
53
$1.06M 0.59%
+45,654
54
$1.03M 0.57%
6,832
-3,680
55
$1M 0.55%
547
-225
56
$954K 0.53%
8,817
-15
57
$952K 0.53%
4,263
+306
58
$938K 0.52%
7,939
+515
59
$919K 0.51%
1,934
+347
60
$907K 0.5%
5,761
+226
61
$896K 0.5%
4,912
+524
62
$892K 0.49%
11,366
+2,684
63
$887K 0.49%
3,483
-170
64
$844K 0.47%
1,987
65
$825K 0.46%
5,644
+677
66
$825K 0.46%
3,896
-2,547
67
$798K 0.44%
3,105
-847
68
$792K 0.44%
7,563
-85
69
$791K 0.44%
+4,470
70
$761K 0.42%
5,340
+377
71
$758K 0.42%
3,744
+1,393
72
$750K 0.42%
4,690
73
$738K 0.41%
20,376
+179
74
$686K 0.38%
12,582
+2,128
75
$648K 0.36%
278
+46
1 2
3
4 5