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
$185M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$687K
2
+$448K
3
+$416K
4
IRT icon
Independence Realty Trust
IRT
+$289K
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$268K

Top Sells

1
+$2.36M
2
+$1.4M
3
+$846K
4
BAND icon
Bandwidth Inc
BAND
+$695K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$662K

Sector Composition

1 Technology 23.77%
2 Financials 13.33%
3 Consumer Discretionary 11.09%
4 Communication Services 8.16%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$327K 0.18%
2,971
127
$319K 0.17%
3,827
-136
128
$317K 0.17%
1,245
-149
129
$315K 0.17%
575
130
$315K 0.17%
33,284
+2,407
131
$313K 0.17%
2,439
132
$313K 0.17%
17,540
-5,447
133
$307K 0.17%
1,338
+145
134
$305K 0.16%
6,703
-1,379
135
$298K 0.16%
878
-97
136
$298K 0.16%
2,657
+494
137
$296K 0.16%
656
-65
138
$286K 0.15%
2,093
+2
139
$279K 0.15%
4,320
-3,790
140
$278K 0.15%
825
-30
141
$278K 0.15%
5,357
+1,017
142
$276K 0.15%
665
+18
143
$275K 0.15%
3,569
144
$270K 0.15%
1,666
-25
145
$268K 0.14%
+4,542
146
$267K 0.14%
1,122
-1,272
147
$265K 0.14%
5,781
-1,232
148
$261K 0.14%
3,519
-3,568
149
$260K 0.14%
5,048
-500
150
$259K 0.14%
1,030
+1
4 5
6
7 8