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
$185M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$687K
2
+$448K
3
+$416K
4
IRT icon
Independence Realty Trust
IRT
+$289K
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$268K

Top Sells

1
+$2.36M
2
+$1.4M
3
+$846K
4
BAND icon
Bandwidth Inc
BAND
+$695K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$662K

Sector Composition

1 Technology 23.77%
2 Financials 13.33%
3 Consumer Discretionary 11.09%
4 Communication Services 8.16%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$452K 0.24%
9,652
-2,159
102
$450K 0.24%
606
+30
103
$433K 0.23%
3,687
104
$427K 0.23%
1,415
-605
105
$426K 0.23%
3,980
-1,638
106
$416K 0.22%
+13,150
107
$414K 0.22%
5,007
-300
108
$401K 0.22%
3,260
-223
109
$396K 0.21%
2,942
-329
110
$387K 0.21%
2,340
111
$385K 0.21%
861
-70
112
$379K 0.2%
5,470
+224
113
$376K 0.2%
5,685
-968
114
$373K 0.2%
1,029
-494
115
$372K 0.2%
9,027
-1,865
116
$371K 0.2%
1,808
+308
117
$362K 0.2%
1,972
+255
118
$357K 0.19%
5,324
119
$347K 0.19%
681
120
$344K 0.19%
25,994
121
$344K 0.19%
3,177
-5
122
$342K 0.18%
7,816
-237
123
$340K 0.18%
576
124
$334K 0.18%
18,624
-1,620
125
$330K 0.18%
432
+30
3 4
5
6 7