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
$102M
AUM Growth
+$6.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$2.44M
2 +$1.92M
3 +$1.17M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$994K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$667K

Sector Composition

1 Technology 11.61%
2 Financials 10.51%
3 Communication Services 9.48%
4 Consumer Discretionary 7.66%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$393K 0.39%
3,538
-324
77
$393K 0.39%
1,850
+1
78
$392K 0.39%
7,300
79
$384K 0.38%
+6,021
80
$378K 0.37%
3,582
-83
81
$374K 0.37%
8,794
-3,136
82
$369K 0.36%
3,977
-18
83
$353K 0.35%
+4,050
84
$352K 0.35%
8,411
-1,360
85
$345K 0.34%
2,805
86
$344K 0.34%
1,943
-97
87
$337K 0.33%
8,499
88
$333K 0.33%
9,455
-1,239
89
$327K 0.32%
2,160
+33
90
$324K 0.32%
+6,161
91
$320K 0.31%
992
+15
92
$319K 0.31%
558
-6
93
$314K 0.31%
2,453
-331
94
$313K 0.31%
3,429
-197
95
$313K 0.31%
5,795
-494
96
$313K 0.31%
3,832
+974
97
$307K 0.3%
2,561
+5
98
$306K 0.3%
3,586
99
$299K 0.29%
2,091
100
$272K 0.27%
1,420
-17