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
$143M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1M
3
+$659K
4
TXT icon
Textron
TXT
+$482K
5
WMB icon
Williams Companies
WMB
+$473K

Top Sells

1
+$2.4M
2
+$1.41M
3
+$1.05M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$981K

Sector Composition

1 Technology 20.83%
2 Financials 13.04%
3 Consumer Discretionary 10.98%
4 Healthcare 8.97%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$724K 0.51%
4,299
+10
52
$687K 0.48%
6,280
+20
53
$685K 0.48%
5,010
+1,523
54
$668K 0.47%
10,578
-15,083
55
$665K 0.46%
3,360
-137
56
$659K 0.46%
3,496
+657
57
$641K 0.45%
497
-547
58
$637K 0.44%
12,753
-7,547
59
$633K 0.44%
6,999
-7,476
60
$609K 0.43%
5,342
-626
61
$605K 0.42%
1,652
-312
62
$601K 0.42%
2,697
+67
63
$598K 0.42%
8,562
-503
64
$591K 0.41%
10,042
+506
65
$565K 0.39%
7,917
+13
66
$554K 0.39%
4,203
+912
67
$553K 0.39%
2,470
+328
68
$552K 0.39%
6,515
+26
69
$543K 0.38%
11,675
-159
70
$539K 0.38%
5,912
-104
71
$532K 0.37%
13,122
+810
72
$529K 0.37%
1,570
73
$526K 0.37%
1,666
+54
74
$524K 0.37%
2,369
+266
75
$520K 0.36%
817
-19
1 2
3
4 5