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
151
$256K 0.14%
9,196
+287
152
$250K 0.14%
2,115
-765
153
$248K 0.13%
2,221
-50
154
$237K 0.13%
6,502
-2,655
155
$235K 0.13%
1,124
+1
156
$219K 0.12%
1,032
157
$204K 0.11%
8,169
-1,303
158
$204K 0.11%
+2,553
159
$204K 0.11%
+1,840
160
$202K 0.11%
5,400
161
$201K 0.11%
2,737
162
$200K 0.11%
985
-25
163
$200K 0.11%
8,043
-4,057
164
$185K 0.1%
+10,960
165
$40K 0.02%
12,000
166
– –
-2,302
167
– –
-5,524
168
– –
-1,833
169
– –
-6,877
170
– –
-1,404
171
– –
-1,403
172
– –
-2,000
173
– –
-1,112
174
– –
-1,196
175
– –
-2,863
4 5 6
7
8