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
$102M
AUM Growth
+$6.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$2.44M
2 +$1.92M
3 +$1.17M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$994K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$667K

Sector Composition

1 Technology 11.61%
2 Financials 10.51%
3 Communication Services 9.48%
4 Consumer Discretionary 7.66%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,439
127
-28,518
128
-21,223
129
-31,498
130
-7,902