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
$107M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$890K
3
+$863K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$693K
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$402K

Top Sells

1
+$403K
2
+$324K
3
+$319K
4
IDXX icon
Idexx Laboratories
IDXX
+$240K
5
HDS
HD Supply Holdings, Inc.
HDS
+$217K

Sector Composition

1 Consumer Staples 11.8%
2 Technology 9.91%
3 Financials 9.51%
4 Communication Services 9.49%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$287K 0.27%
6,073
102
$285K 0.27%
3,983
+1
103
$283K 0.26%
10,000
-694
104
$278K 0.26%
2,398
-90
105
$269K 0.25%
2,022
106
$267K 0.25%
2,412
107
$257K 0.24%
4,714
-611
108
$257K 0.24%
6,222
+9
109
$255K 0.24%
2,299
+1
110
$253K 0.24%
4,531
111
$250K 0.23%
2,974
+1
112
$250K 0.23%
+3,072
113
$249K 0.23%
8,520
+629
114
$241K 0.22%
4,469
+8
115
$240K 0.22%
+5,865
116
$232K 0.22%
1,259
-195
117
$222K 0.21%
908
118
$215K 0.2%
+4,219
119
$210K 0.2%
6,385
-1,899
120
$209K 0.19%
3,948
-734
121
$209K 0.19%
+3,714
122
$205K 0.19%
10,568
-495
123
$205K 0.19%
1,176
+2
124
$204K 0.19%
+1,164
125
$201K 0.19%
+3,053
2 3 4
5
6