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
151
$265K 0.13%
5,548
152
$262K 0.13%
+1,071
153
$258K 0.13%
2,614
-100
154
$254K 0.13%
2,863
155
$251K 0.12%
+850
156
$251K 0.12%
1,121
-122
157
$249K 0.12%
3,720
+400
158
$244K 0.12%
1,084
+43
159
$238K 0.12%
+3,015
160
$236K 0.12%
1,231
+140
161
$235K 0.12%
1,691
162
$231K 0.11%
2,000
163
$226K 0.11%
1,257
+2
164
$225K 0.11%
+100,000
165
$224K 0.11%
+2,088
166
$222K 0.11%
+2,670
167
$219K 0.11%
+1,341
168
$212K 0.1%
6,972
+8
169
$208K 0.1%
+1,251
170
$207K 0.1%
1,800
171
$204K 0.1%
+1,457
172
$203K 0.1%
1,518
173
$202K 0.1%
1,840
-110
174
$201K 0.1%
+1,784
175
$176K 0.09%
+11,854
4 5 6
7
8