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
$185M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$687K
2
+$448K
3
+$416K
4
IRT icon
Independence Realty Trust
IRT
+$289K
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$268K

Top Sells

1
+$2.36M
2
+$1.4M
3
+$846K
4
BAND icon
Bandwidth Inc
BAND
+$695K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$662K

Sector Composition

1 Technology 23.77%
2 Financials 13.33%
3 Consumer Discretionary 11.09%
4 Communication Services 8.16%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.57%
9,065
+398
52
$1.05M 0.57%
14,999
-12,115
53
$1.05M 0.57%
5,559
+22
54
$1.05M 0.57%
20,300
-27,153
55
$995K 0.54%
836
-63
56
$984K 0.53%
8,998
-2,314
57
$970K 0.52%
8,745
-400
58
$965K 0.52%
1,675
+45
59
$932K 0.5%
4,216
-551
60
$895K 0.48%
1,964
-143
61
$874K 0.47%
6,260
-120
62
$860K 0.46%
12,730
+870
63
$836K 0.45%
22,320
-2,400
64
$803K 0.43%
20,456
65
$775K 0.42%
4,289
+100
66
$756K 0.41%
2,630
-1,191
67
$747K 0.4%
24,280
68
$743K 0.4%
5,968
-3,989
69
$743K 0.4%
3,497
-647
70
$722K 0.39%
4,360
-808
71
$696K 0.38%
3,667
+107
72
$682K 0.37%
8,626
-872
73
$668K 0.36%
3,487
-445
74
$658K 0.36%
11,834
+519
75
$646K 0.35%
2,839
+306
1 2
3
4 5