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
$185M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$687K
2
+$448K
3
+$416K
4
IRT icon
Independence Realty Trust
IRT
+$289K
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$268K

Top Sells

1
+$2.36M
2
+$1.4M
3
+$846K
4
BAND icon
Bandwidth Inc
BAND
+$695K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$662K

Sector Composition

1 Technology 23.77%
2 Financials 13.33%
3 Consumer Discretionary 11.09%
4 Communication Services 8.16%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$645K 0.35%
12,684
77
$645K 0.35%
3,914
-279
78
$645K 0.35%
9,536
+895
79
$644K 0.35%
1,570
80
$617K 0.33%
2,156
+100
81
$617K 0.33%
44,905
+1,610
82
$611K 0.33%
12,312
-279
83
$589K 0.32%
4,919
+571
84
$582K 0.31%
8,075
-131
85
$576K 0.31%
1,612
86
$573K 0.31%
244
-59
87
$573K 0.31%
7,904
-665
88
$564K 0.3%
2,792
-5
89
$552K 0.3%
4,005
-1,545
90
$538K 0.29%
3,135
-341
91
$535K 0.29%
2,142
+261
92
$530K 0.29%
6,489
+475
93
$519K 0.28%
19,636
+10,918
94
$516K 0.28%
8,341
95
$509K 0.28%
910
-374
96
$507K 0.27%
2,103
+80
97
$494K 0.27%
6,016
-153
98
$486K 0.26%
4,060
-650
99
$486K 0.26%
3,291
+1,337
100
$468K 0.25%
5,144
+602
2 3
4
5 6