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
$140M
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$711K
3
+$394K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$309K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$307K

Top Sells

1
+$520K
2
+$468K
3
+$462K
4
CABO icon
Cable One
CABO
+$424K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$330K

Sector Composition

1 Technology 20.17%
2 Financials 14.22%
3 Consumer Discretionary 10.17%
4 Healthcare 9.33%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$462K 0.33%
11,102
-1,200
77
$462K 0.33%
7,610
+3,290
78
$461K 0.33%
5,345
+588
79
$454K 0.33%
1,831
-541
80
$453K 0.32%
9,578
-1,971
81
$435K 0.31%
2,633
+61
82
$418K 0.3%
2,740
-100
83
$414K 0.3%
5,573
+90
84
$411K 0.29%
2,916
-270
85
$404K 0.29%
26,862
-219
86
$395K 0.28%
6,223
-262
87
$393K 0.28%
14,150
+350
88
$387K 0.28%
1,201
89
$361K 0.26%
681
90
$351K 0.25%
1,044
-623
91
$349K 0.25%
4,235
+35
92
$347K 0.25%
4,900
-3,000
93
$346K 0.25%
10,439
+570
94
$342K 0.25%
2,925
-83
95
$338K 0.24%
1,363
+213
96
$335K 0.24%
607
97
$331K 0.24%
19,636
98
$331K 0.24%
164
-8
99
$315K 0.23%
6,255
-704
100
$312K 0.22%
1,172
-29
2 3
4
5 6