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
$203M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$900K
2
+$569K
3
+$537K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$470K
5
BLK icon
Blackrock
BLK
+$386K

Top Sells

1
+$1.1M
2
+$640K
3
+$603K
4
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$315K
5
KMX icon
CarMax
KMX
+$269K

Sector Composition

1 Technology 27.92%
2 Consumer Discretionary 9.4%
3 Financials 9.19%
4 Communication Services 8.14%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.58%
2,020
+86
52
$1.17M 0.58%
24,570
-1,970
53
$1.13M 0.56%
15,536
-1,500
54
$1.13M 0.56%
4,034
+290
55
$1.11M 0.55%
8,204
+1
56
$1.09M 0.53%
4,646
+750
57
$1.08M 0.53%
6,198
-634
58
$1.07M 0.53%
8,664
+725
59
$1.06M 0.52%
5,686
-75
60
$1.06M 0.52%
9,387
+570
61
$1.05M 0.52%
11,226
-140
62
$1.05M 0.52%
547
63
$1.03M 0.51%
26,412
+6,036
64
$1.02M 0.5%
3,551
+446
65
$983K 0.48%
5,560
+220
66
$982K 0.48%
5,831
+187
67
$966K 0.48%
7,476
-2,079
68
$912K 0.45%
4,835
+365
69
$900K 0.44%
+3,552
70
$899K 0.44%
1,987
71
$893K 0.44%
3,727
+244
72
$871K 0.43%
8,964
+460
73
$835K 0.41%
7,973
+410
74
$778K 0.38%
8,895
+1,253
75
$777K 0.38%
6,200
+2,240
1 2
3
4 5