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
$96.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$3.58M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.36M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$3.19M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 13.14%
2 Technology 10.32%
3 Communication Services 10.16%
4 Financials 8.92%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$362K 0.38%
+8,349
77
$361K 0.38%
+6,907
78
$360K 0.37%
+3,285
79
$358K 0.37%
+1,519
80
$353K 0.37%
+2,219
81
$351K 0.37%
+12,723
82
$347K 0.36%
+3,992
83
$342K 0.36%
+10,512
84
$341K 0.35%
+30,222
85
$336K 0.35%
+1,388
86
$328K 0.34%
+6,868
87
$323K 0.34%
+9,732
88
$313K 0.33%
+2,412
89
$308K 0.32%
+1,020
90
$304K 0.32%
+1,765
91
$298K 0.31%
+10,694
92
$293K 0.3%
+6,073
93
$291K 0.3%
+3,706
94
$288K 0.3%
+568
95
$285K 0.3%
+5,325
96
$276K 0.29%
+1,454
97
$276K 0.29%
+3,067
98
$275K 0.29%
+3,463
99
$273K 0.28%
+3,982
100
$270K 0.28%
+8,284
1 2 3
4
5