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
$95.3M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$471K
3
+$261K
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$257K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$253K

Top Sells

1
+$3.96M
2
+$1.55M
3
+$778K
4
MSFT icon
Microsoft
MSFT
+$754K
5
AAPL icon
Apple
AAPL
+$632K

Sector Composition

1 Financials 9.8%
2 Technology 9.7%
3 Communication Services 9.43%
4 Consumer Discretionary 7.54%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.12M 4.32%
55,856
+6,387
2
$3.89M 4.08%
147,860
+61,242
3
$3.72M 3.91%
42,900
-2,940
4
$3.7M 3.88%
66,072
-11,288
5
$3.28M 3.44%
15,776
-1,383
6
$2.96M 3.1%
58,769
-15,466
7
$2.64M 2.77%
18,962
-5,423
8
$2.45M 2.57%
40,100
-5,860
9
$2.03M 2.13%
33,558
-4,328
10
$2.02M 2.12%
24,313
+902
11
$1.97M 2.07%
16,464
-2,700
12
$1.77M 1.86%
7,635
-1,298
13
$1.67M 1.76%
7,764
-312
14
$1.57M 1.65%
32,018
+1,934
15
$1.55M 1.62%
11,866
-3,253
16
$1.47M 1.55%
51,550
-1,752
17
$1.44M 1.51%
43,024
+3,027
18
$1.42M 1.49%
15,410
+559
19
$1.34M 1.41%
9,780
-453
20
$1.32M 1.38%
3,467
+191
21
$1.3M 1.36%
22,312
-928
22
$1.25M 1.31%
3,209
-374
23
$1.25M 1.31%
4
24
$1.24M 1.3%
20,740
-2,878
25
$1.19M 1.24%
9,156
-3,181
1
2 3 4 5