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
$181M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$967K
3
+$791K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$603K
5
SPGI icon
S&P Global
SPGI
+$554K

Top Sells

1
+$904K
2
+$771K
3
+$617K
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$553K
5
V icon
Visa
V
+$539K

Sector Composition

1 Technology 26.31%
2 Consumer Discretionary 9.87%
3 Financials 8.57%
4 Communication Services 8.14%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$296K 0.16%
5,307
127
$294K 0.16%
433
+15
128
$284K 0.16%
2,327
+497
129
$282K 0.16%
711
130
$281K 0.16%
575
131
$279K 0.15%
7,223
132
$279K 0.15%
3,038
+1
133
$279K 0.15%
2,996
+394
134
$278K 0.15%
2,439
-48
135
$278K 0.15%
9,377
-1,197
136
$277K 0.15%
7,205
-1,020
137
$276K 0.15%
18,294
138
$275K 0.15%
1,243
+14
139
$274K 0.15%
3,765
+18
140
$267K 0.15%
+1,091
141
$267K 0.15%
584
-233
142
$265K 0.15%
5,548
143
$263K 0.15%
2,863
-100
144
$262K 0.15%
2,714
-333
145
$262K 0.15%
+2,887
146
$258K 0.14%
1,079
+7
147
$253K 0.14%
681
+4
148
$250K 0.14%
2,289
+115
149
$249K 0.14%
+4,048
150
$249K 0.14%
+5,775
3 4 5
6
7