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
$95.3M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$471K
3
+$261K
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$257K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$253K

Top Sells

1
+$3.96M
2
+$1.55M
3
+$778K
4
MSFT icon
Microsoft
MSFT
+$754K
5
AAPL icon
Apple
AAPL
+$632K

Sector Composition

1 Financials 9.8%
2 Technology 9.7%
3 Communication Services 9.43%
4 Consumer Discretionary 7.54%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$374K 0.39%
3,665
-192
77
$373K 0.39%
3,995
-1
78
$364K 0.38%
7,300
-100
79
$349K 0.37%
1,849
-1,035
80
$348K 0.37%
2,805
+407
81
$348K 0.37%
3,626
-33
82
$345K 0.36%
2,040
-182
83
$340K 0.36%
6,289
+551
84
$337K 0.35%
28,518
+12
85
$336K 0.35%
8,499
-3,516
86
$324K 0.34%
7,902
+2,037
87
$312K 0.33%
10,694
-1,558
88
$311K 0.33%
564
-30
89
$300K 0.31%
2,091
+69
90
$296K 0.31%
1,947
-1,112
91
$289K 0.3%
977
-24
92
$287K 0.3%
3,586
-120
93
$283K 0.3%
5,439
-174
94
$281K 0.29%
2,556
-1,434
95
$279K 0.29%
6,230
+8
96
$269K 0.28%
5,300
-1,568
97
$265K 0.28%
2,127
+4
98
$259K 0.27%
2,858
-214
99
$258K 0.27%
4,240
-4,680
100
$253K 0.27%
+2,119
2 3
4
5 6