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
$203M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$900K
2
+$569K
3
+$537K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$470K
5
BLK icon
Blackrock
BLK
+$386K

Top Sells

1
+$1.1M
2
+$640K
3
+$603K
4
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$315K
5
KMX icon
CarMax
KMX
+$269K

Sector Composition

1 Technology 27.92%
2 Consumer Discretionary 9.4%
3 Financials 9.19%
4 Communication Services 8.14%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$337K 0.17%
2,759
+217
127
$335K 0.17%
5,307
128
$333K 0.16%
5,470
-16
129
$330K 0.16%
1,717
130
$324K 0.16%
8,154
131
$324K 0.16%
3,179
+141
132
$318K 0.16%
+1,691
133
$310K 0.15%
3,569
134
$310K 0.15%
3,576
-138
135
$304K 0.15%
711
136
$301K 0.15%
4,649
+601
137
$301K 0.15%
+1,244
138
$295K 0.15%
584
139
$294K 0.14%
3,855
+90
140
$291K 0.14%
+10,670
141
$290K 0.14%
9,648
+271
142
$287K 0.14%
18,294
143
$285K 0.14%
+2,000
144
$285K 0.14%
11,822
+817
145
$284K 0.14%
2,439
146
$284K 0.14%
7,209
+4
147
$278K 0.14%
1,029
-50
148
$273K 0.13%
681
149
$269K 0.13%
1,954
+300
150
$267K 0.13%
2,798
-198
4 5
6
7 8