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
$154M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$478K
2
+$338K
3
+$295K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$276K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$264K

Top Sells

1
+$610K
2
+$411K
3
+$408K
4
ENPH icon
Enphase Energy
ENPH
+$227K
5
IIPR icon
Innovative Industrial Properties
IIPR
+$221K

Sector Composition

1 Technology 22.56%
2 Financials 13%
3 Consumer Discretionary 11.66%
4 Healthcare 8.17%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$815K 0.53%
3,267
+183
52
$809K 0.52%
10,030
+719
53
$790K 0.51%
7,590
-117
54
$777K 0.5%
15,337
+861
55
$768K 0.5%
4,190
+21
56
$744K 0.48%
5,388
-289
57
$695K 0.45%
11,222
+2,164
58
$689K 0.45%
5,018
+143
59
$682K 0.44%
13,878
-1,293
60
$673K 0.44%
6,329
+82
61
$664K 0.43%
6,380
-80
62
$629K 0.41%
1,731
63
$612K 0.4%
2,721
+38
64
$611K 0.4%
8,048
+264
65
$601K 0.39%
2,353
+260
66
$566K 0.37%
2,515
-902
67
$554K 0.36%
2,769
-38
68
$552K 0.36%
10,540
+60
69
$547K 0.36%
2,977
-84
70
$541K 0.35%
1,570
71
$534K 0.35%
4,873
-299
72
$529K 0.34%
6,847
+440
73
$521K 0.34%
15,250
+1,100
74
$511K 0.33%
8,075
+1,852
75
$508K 0.33%
10,075
+497
1 2
3
4 5