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
$140M
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$711K
3
+$394K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$309K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$307K

Top Sells

1
+$520K
2
+$468K
3
+$462K
4
CABO icon
Cable One
CABO
+$424K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$330K

Sector Composition

1 Technology 20.17%
2 Financials 14.22%
3 Consumer Discretionary 10.17%
4 Healthcare 9.33%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$312K 0.22%
440
+1
102
$309K 0.22%
+4,110
103
$306K 0.22%
16,639
+2,354
104
$302K 0.22%
9,188
-1,783
105
$301K 0.22%
4,712
-585
106
$300K 0.22%
550
+15
107
$296K 0.21%
2,771
-200
108
$296K 0.21%
725
109
$294K 0.21%
2,439
110
$292K 0.21%
4,285
-1,000
111
$280K 0.2%
5,518
-95
112
$279K 0.2%
+2,863
113
$271K 0.19%
9,848
-314
114
$270K 0.19%
629
115
$267K 0.19%
+1,964
116
$266K 0.19%
3,704
-95
117
$256K 0.18%
729
-10
118
$256K 0.18%
17,148
119
$255K 0.18%
1,666
120
$251K 0.18%
1,141
+15
121
$244K 0.17%
2,111
+6
122
$239K 0.17%
2,246
-3,098
123
$239K 0.17%
5,771
+274
124
$234K 0.17%
1,630
+13
125
$232K 0.17%
+6,351
2 3 4
5
6