MIM

Moseley Investment Management Portfolio holdings

AUM $314M
1-Year Est. Return 22.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.15M
3
+$696K
4
BX icon
Blackstone
BX
+$529K
5
WMB icon
Williams Companies
WMB
+$524K

Top Sells

1
+$2.4M
2
+$1.53M
3
+$1.05M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.04M
5
SCHW icon
Charles Schwab
SCHW
+$1.04M

Sector Composition

1 Technology 20.83%
2 Financials 13.04%
3 Consumer Discretionary 10.98%
4 Healthcare 8.97%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
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