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
$120M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$802K
3
+$796K
4
QCOM icon
Qualcomm
QCOM
+$796K
5
TMO icon
Thermo Fisher Scientific
TMO
+$606K

Top Sells

1
+$1.3M
2
+$668K
3
+$530K
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$523K
5
VT icon
Vanguard Total World Stock ETF
VT
+$505K

Sector Composition

1 Technology 26.59%
2 Consumer Discretionary 8.97%
3 Financials 8.64%
4 Communication Services 7.75%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$394K 0.33%
+4,293
77
$389K 0.32%
8,342
-6
78
$382K 0.32%
2,184
-187
79
$378K 0.31%
1,722
-42
80
$378K 0.31%
+1,491
81
$373K 0.31%
+3,800
82
$370K 0.31%
8,220
83
$364K 0.3%
13,700
-1,093
84
$356K 0.3%
4,838
+1,447
85
$353K 0.29%
8,829
+477
86
$351K 0.29%
+4,875
87
$347K 0.29%
2,571
+5
88
$344K 0.29%
7,663
-275
89
$344K 0.29%
1,215
90
$342K 0.28%
949
-43
91
$335K 0.28%
+4,333
92
$334K 0.28%
6,504
+308
93
$330K 0.27%
6,359
+298
94
$324K 0.27%
7,249
+730
95
$321K 0.27%
6,106
+1,463
96
$315K 0.26%
6,350
-5,150
97
$311K 0.26%
+1,898
98
$309K 0.26%
24,990
-3,576
99
$308K 0.26%
3,860
+148
100
$306K 0.25%
10,866
-18,562
2 3
4
5 6