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
$200M
AUM Growth
-$3.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$807K
2
+$776K
3
+$570K
4
BX icon
Blackstone
BX
+$467K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$392K

Top Sells

1
+$1.26M
2
+$814K
3
+$586K
4
UBER icon
Uber
UBER
+$287K
5
AMAT icon
Applied Materials
AMAT
+$285K

Sector Composition

1 Technology 25.36%
2 Consumer Discretionary 10.02%
3 Financials 9.44%
4 Communication Services 8.42%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$807K 0.4%
+6,687
77
$751K 0.38%
306
+15
78
$715K 0.36%
1,596
+47
79
$673K 0.34%
2,001
-48
80
$672K 0.34%
1,570
81
$667K 0.33%
11,667
+413
82
$663K 0.33%
4,028
-62
83
$623K 0.31%
2,600
-25
84
$614K 0.31%
11,453
-311
85
$604K 0.3%
5,252
-184
86
$582K 0.29%
1,616
-100
87
$577K 0.29%
10,648
+4
88
$570K 0.29%
+3,293
89
$569K 0.28%
2,793
+4
90
$569K 0.28%
10,473
+737
91
$567K 0.28%
1,991
+22
92
$557K 0.28%
12,204
+717
93
$550K 0.28%
1,527
-12
94
$547K 0.27%
2,430
+123
95
$530K 0.27%
8,588
96
$516K 0.26%
7,759
+1,021
97
$488K 0.24%
8,220
98
$487K 0.24%
8,341
99
$484K 0.24%
7,488
+405
100
$477K 0.24%
5,854
+464
2 3
4
5 6