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
$143M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1M
3
+$659K
4
TXT icon
Textron
TXT
+$482K
5
WMB icon
Williams Companies
WMB
+$473K

Top Sells

1
+$2.4M
2
+$1.41M
3
+$1.05M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$981K

Sector Composition

1 Technology 20.83%
2 Financials 13.04%
3 Consumer Discretionary 10.98%
4 Healthcare 8.97%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$330K 0.23%
5,317
-7
102
$329K 0.23%
832
-78
103
$322K 0.22%
25,994
104
$321K 0.22%
3,140
+198
105
$318K 0.22%
3,797
-117
106
$314K 0.22%
3,371
-634
107
$307K 0.21%
14,657
-2,883
108
$302K 0.21%
4,078
+251
109
$300K 0.21%
552
-24
110
$297K 0.21%
5,673
-12
111
$294K 0.21%
1,467
+52
112
$294K 0.21%
615
-246
113
$292K 0.2%
9,369
+342
114
$292K 0.2%
167
-77
115
$290K 0.2%
1,035
+6
116
$288K 0.2%
3,652
+392
117
$287K 0.2%
2,439
118
$283K 0.2%
6,385
+1,028
119
$271K 0.19%
+5,285
120
$271K 0.19%
1,151
-94
121
$267K 0.19%
438
+6
122
$266K 0.19%
2,971
123
$266K 0.19%
3,971
-948
124
$263K 0.18%
1,031
+1
125
$256K 0.18%
739
+74
3 4
5
6 7