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
176
$81K 0.04%
+18,000
177
– –
-7,067
178
– –
-6,526
179
– –
-2,887
180
– –
-5,000
181
– –
-40,149
182
– –
-5,775
4 5 6 7
8