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
$154M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$478K
2
+$338K
3
+$295K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$276K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$264K

Top Sells

1
+$610K
2
+$411K
3
+$408K
4
ENPH icon
Enphase Energy
ENPH
+$227K
5
IIPR icon
Innovative Industrial Properties
IIPR
+$221K

Sector Composition

1 Technology 22.56%
2 Financials 13%
3 Consumer Discretionary 11.66%
4 Healthcare 8.17%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$502K 0.33%
11,102
77
$499K 0.32%
6,549
+2,439
78
$492K 0.32%
683
-34
79
$492K 0.32%
2,644
+11
80
$490K 0.32%
7,049
+311
81
$480K 0.31%
6,261
+688
82
$478K 0.31%
5,194
-151
83
$448K 0.29%
1,192
+463
84
$441K 0.29%
8,340
85
$433K 0.28%
26,865
+3
86
$431K 0.28%
7,110
-500
87
$430K 0.28%
162
-2
88
$426K 0.28%
1,201
89
$398K 0.26%
1,242
+70
90
$396K 0.26%
1,734
-97
91
$378K 0.25%
4,285
92
$375K 0.24%
7,226
+971
93
$372K 0.24%
2,540
-200
94
$370K 0.24%
3,018
+93
95
$368K 0.24%
10,533
+685
96
$363K 0.24%
725
97
$350K 0.23%
909
-135
98
$350K 0.23%
608
+1
99
$348K 0.23%
1,461
+98
100
$340K 0.22%
720
+39
2 3
4
5 6