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
$203M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$900K
2 +$569K
3 +$537K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$470K
5
BLK icon
Blackrock
BLK
+$386K

Top Sells

1 +$1.1M
2 +$640K
3 +$603K
4
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$315K
5
KMX icon
CarMax
KMX
+$269K

Sector Composition

1 Technology 27.92%
2 Consumer Discretionary 9.4%
3 Financials 9.19%
4 Communication Services 8.14%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$480K 0.24%
3,105
+867
102
$472K 0.23%
2,056
+450
103
$471K 0.23%
1,024
+28
104
$458K 0.23%
6,738
+1,077
105
$446K 0.22%
7,083
-513
106
$429K 0.21%
16,114
-2,546
107
$425K 0.21%
5,466
-741
108
$422K 0.21%
7,284
109
$420K 0.21%
2,596
+269
110
$419K 0.21%
5,390
+1,188
111
$406K 0.2%
6,129
+1,002
112
$401K 0.2%
9,723
+2,500
113
$398K 0.2%
9,485
+1,162
114
$397K 0.2%
3,548
+1,259
115
$395K 0.19%
1,520
-17
116
$388K 0.19%
3,277
-211
117
$387K 0.19%
3,336
-9,489
118
$386K 0.19%
+441
119
$381K 0.19%
475
+42
120
$376K 0.19%
2,440
121
$365K 0.18%
1,560
-94
122
$363K 0.18%
575
123
$351K 0.17%
20,238
-1,368
124
$345K 0.17%
1,398
+1
125
$342K 0.17%
941
+7