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
$181M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$967K
3
+$791K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$603K
5
SPGI icon
S&P Global
SPGI
+$554K

Top Sells

1
+$904K
2
+$771K
3
+$617K
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$553K
5
V icon
Visa
V
+$539K

Sector Composition

1 Technology 26.31%
2 Consumer Discretionary 9.87%
3 Financials 8.57%
4 Communication Services 8.14%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$428K 0.24%
1,201
-36
102
$428K 0.24%
7,596
-146
103
$422K 0.23%
7,284
-1,650
104
$411K 0.23%
3,488
-125
105
$410K 0.23%
3,960
-100
106
$406K 0.22%
6,533
107
$390K 0.22%
8,323
+4,864
108
$377K 0.21%
1,654
-187
109
$374K 0.21%
1,537
-71
110
$372K 0.21%
996
-1,089
111
$371K 0.21%
5,661
+1,959
112
$366K 0.2%
2,440
113
$346K 0.19%
21,606
-1,080
114
$333K 0.18%
8,154
-2,200
115
$330K 0.18%
2,542
+113
116
$324K 0.18%
1,717
117
$320K 0.18%
1,397
+1
118
$319K 0.18%
5,127
+1,840
119
$319K 0.18%
+5,486
120
$309K 0.17%
4,202
+148
121
$303K 0.17%
3,714
122
$302K 0.17%
934
-1,469
123
$300K 0.17%
1,606
124
$297K 0.16%
3,569
125
$297K 0.16%
2,238
+259
3 4
5
6 7