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
151
$242K 0.13%
1,255
+1
152
$242K 0.13%
11,005
-3,100
153
$238K 0.13%
1,691
154
$229K 0.13%
+5,000
155
$223K 0.12%
+1,041
156
$217K 0.12%
+1,654
157
$216K 0.12%
+7,067
158
$211K 0.12%
1,518
-18
159
$210K 0.12%
3,320
160
$207K 0.11%
+1,800
161
$207K 0.11%
6,964
+4
162
$207K 0.11%
+2,000
163
$203K 0.11%
+1,950
164
– –
-16,795
165
– –
-4,959
166
– –
-4,230
167
– –
-1,341
3 4 5 6
7