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
$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
1
$15M 8.13%
86,146
-1,274
2
$7.2M 3.89%
44,160
-1,560
3
$6.53M 3.53%
21,167
-343
4
$5.83M 3.15%
16,525
+1,946
5
$4.7M 2.54%
33,820
-500
6
$4.23M 2.29%
8
7
$3.69M 1.99%
135,060
-9,400
8
$3.48M 1.88%
9,702
+132
9
$3.36M 1.82%
39,671
-355
10
$3.08M 1.66%
20,294
+241
11
$2.91M 1.57%
9,736
-53
12
$2.88M 1.56%
58,062
-4,739
13
$2.81M 1.52%
36,046
-8,026
14
$2.79M 1.5%
18,226
-286
15
$2.74M 1.48%
15,437
-171
16
$2.58M 1.4%
15,424
-1,517
17
$2.55M 1.38%
55,671
-279
18
$2.51M 1.36%
53,113
+330
19
$2.45M 1.32%
5,542
-3
20
$2.4M 1.3%
74,051
-21,454
21
$2.16M 1.17%
25,661
+101
22
$2.15M 1.16%
21,198
-5,336
23
$2.11M 1.14%
5,068
-606
24
$2.08M 1.13%
15,279
-376
25
$1.87M 1.01%
18,739
-1,644
1
2 3 4 5