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
$120M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$802K
3
+$796K
4
QCOM icon
Qualcomm
QCOM
+$796K
5
TMO icon
Thermo Fisher Scientific
TMO
+$606K

Top Sells

1
+$1.3M
2
+$668K
3
+$530K
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$523K
5
VT icon
Vanguard Total World Stock ETF
VT
+$505K

Sector Composition

1 Technology 26.59%
2 Consumer Discretionary 8.97%
3 Financials 8.64%
4 Communication Services 7.75%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$295K 0.25%
185
+5
102
$293K 0.24%
3,727
-395
103
$284K 0.24%
4,020
+100
104
$282K 0.23%
2,190
105
$275K 0.23%
+1,443
106
$272K 0.23%
8,802
+26
107
$268K 0.22%
5,548
-183
108
$268K 0.22%
1,393
-28
109
$263K 0.22%
1,601
110
$259K 0.22%
2,091
111
$245K 0.2%
4,049
-300
112
$244K 0.2%
2,960
-498
113
$242K 0.2%
10,183
+488
114
$241K 0.2%
2,088
-4
115
$239K 0.2%
+3,238
116
$238K 0.2%
+437
117
$232K 0.19%
+4,866
118
$228K 0.19%
+1,149
119
$224K 0.19%
+2,571
120
$224K 0.19%
+3,338
121
$222K 0.18%
+2,963
122
$219K 0.18%
5,179
-188
123
$216K 0.18%
+1,699
124
$215K 0.18%
+1,227
125
$214K 0.18%
+2,185
2 3 4
5
6