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
$107M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$890K
3
+$863K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$693K
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$402K

Top Sells

1
+$403K
2
+$324K
3
+$319K
4
IDXX icon
Idexx Laboratories
IDXX
+$240K
5
HDS
HD Supply Holdings, Inc.
HDS
+$217K

Sector Composition

1 Consumer Staples 11.8%
2 Technology 9.91%
3 Financials 9.51%
4 Communication Services 9.49%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$403K 0.38%
3,990
+705
77
$388K 0.36%
2,222
+3
78
$387K 0.36%
6,907
79
$384K 0.36%
3,857
+1
80
$383K 0.36%
1,449
+61
81
$379K 0.35%
10,286
+22
82
$379K 0.35%
9,790
-536
83
$377K 0.35%
7,400
84
$372K 0.35%
8,349
85
$363K 0.34%
594
+26
86
$359K 0.33%
1,001
-19
87
$355K 0.33%
12,252
-471
88
$349K 0.33%
3,996
+4
89
$348K 0.32%
4,346
+883
90
$339K 0.32%
1,745
+377
91
$337K 0.31%
2,952
92
$336K 0.31%
1,706
+377
93
$333K 0.31%
28,506
-1,716
94
$323K 0.3%
3,659
+592
95
$311K 0.29%
6,868
96
$298K 0.28%
2,123
+3
97
$295K 0.27%
3,706
98
$292K 0.27%
1,681
-84
99
$291K 0.27%
5,738
+931
100
$290K 0.27%
5,613
+641
2 3
4
5 6