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
$140M
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$711K
3
+$394K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$309K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$307K

Top Sells

1
+$520K
2
+$468K
3
+$462K
4
CABO icon
Cable One
CABO
+$424K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$330K

Sector Composition

1 Technology 20.17%
2 Financials 14.22%
3 Consumer Discretionary 10.17%
4 Healthcare 9.33%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$711K 0.51%
+7,155
52
$707K 0.51%
4,169
-130
53
$693K 0.5%
6,247
+150
54
$688K 0.49%
813
-29
55
$658K 0.47%
1,441
+19
56
$657K 0.47%
3,084
+271
57
$637K 0.46%
2,683
-57
58
$618K 0.44%
4,658
-209
59
$602K 0.43%
1,731
+1
60
$573K 0.41%
6,460
+160
61
$571K 0.41%
5,172
+515
62
$567K 0.41%
3,417
-15
63
$559K 0.4%
2,807
-5
64
$555K 0.4%
2,093
+8
65
$554K 0.4%
7,784
-1,810
66
$551K 0.39%
7,912
+1,072
67
$540K 0.39%
9,058
+509
68
$526K 0.38%
1,570
69
$515K 0.37%
8,340
-1
70
$513K 0.37%
4,875
-115
71
$494K 0.35%
3,061
-379
72
$490K 0.35%
6,407
-96
73
$481K 0.34%
6,738
-245
74
$480K 0.34%
3,988
-1,483
75
$470K 0.34%
717
-17
1 2
3
4 5