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
$143M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1M
3
+$659K
4
TXT icon
Textron
TXT
+$482K
5
WMB icon
Williams Companies
WMB
+$473K

Top Sells

1
+$2.4M
2
+$1.41M
3
+$1.05M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$981K

Sector Composition

1 Technology 20.83%
2 Financials 13.04%
3 Consumer Discretionary 10.98%
4 Healthcare 8.97%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$509K 0.36%
6,664
+1,520
77
$488K 0.34%
2,796
+4
78
$482K 0.34%
+7,900
79
$480K 0.34%
7,818
-1,026
80
$478K 0.33%
727
+121
81
$474K 0.33%
2,708
+476
82
$473K 0.33%
12,302
-8,154
83
$473K 0.33%
8,341
84
$473K 0.33%
+15,171
85
$463K 0.32%
5,407
+400
86
$460K 0.32%
+3,260
87
$433K 0.3%
29,067
+10,443
88
$423K 0.3%
2,840
+500
89
$416K 0.29%
6,095
+625
90
$407K 0.28%
19,636
91
$399K 0.28%
1,201
-1,987
92
$398K 0.28%
4,662
-16,536
93
$398K 0.28%
+3,071
94
$385K 0.27%
9,805
+153
95
$381K 0.27%
4,178
+1,001
96
$365K 0.25%
2,375
+403
97
$350K 0.24%
681
98
$346K 0.24%
13,250
+100
99
$345K 0.24%
9,691
+1,875
100
$335K 0.23%
7,317
+614
2 3
4
5 6