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
$154M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$478K
2
+$338K
3
+$295K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$276K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$264K

Top Sells

1
+$610K
2
+$411K
3
+$408K
4
ENPH icon
Enphase Energy
ENPH
+$227K
5
IIPR icon
Innovative Industrial Properties
IIPR
+$221K

Sector Composition

1 Technology 22.56%
2 Financials 13%
3 Consumer Discretionary 11.66%
4 Healthcare 8.17%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$338K 0.22%
+3,905
102
$315K 0.2%
19,636
103
$311K 0.2%
16,151
-488
104
$299K 0.19%
10,446
+7
105
$295K 0.19%
441
+1
106
$293K 0.19%
635
+85
107
$286K 0.19%
3,449
-786
108
$286K 0.19%
2,439
109
$285K 0.19%
4,572
-140
110
$282K 0.18%
1,158
+17
111
$282K 0.18%
5,092
-426
112
$280K 0.18%
9,390
+202
113
$268K 0.17%
3,800
-1,100
114
$264K 0.17%
1,964
115
$263K 0.17%
5,476
-595
116
$261K 0.17%
3,920
-258
117
$260K 0.17%
630
+1
118
$258K 0.17%
1,669
+39
119
$256K 0.17%
16,056
-1,092
120
$256K 0.17%
2,741
-30
121
$250K 0.16%
1,511
+74
122
$250K 0.16%
2,863
123
$249K 0.16%
+1,999
124
$247K 0.16%
2,245
-1
125
$246K 0.16%
1,666
2 3 4
5
6