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
$329M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.05M
3
+$1.79M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.57M
5
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$760K

Top Sells

1
+$780K
2
+$482K
3
+$254K
4
DE icon
Deere & Co
DE
+$240K
5
ADBE icon
Adobe
ADBE
+$213K

Sector Composition

1 Technology 21.68%
2 Financials 12.19%
3 Consumer Discretionary 9.77%
4 Communication Services 7.16%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.15T
$18.6M 5.67%
73,205
+832
IBTI icon
2
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.26B
$14.6M 4.44%
651,411
+136,173
IBTF icon
3
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.61B
$14.2M 4.32%
607,725
-33,368
MSFT icon
4
Microsoft
MSFT
$3.57T
$12.1M 3.69%
23,391
+14
AVGO icon
5
Broadcom
AVGO
$1.8T
$11.2M 3.41%
34,013
-354
NVDA icon
6
NVIDIA
NVDA
$4.46T
$11.1M 3.38%
59,578
+126
BRK.B icon
7
Berkshire Hathaway Class B
BRK.B
$1.09T
$11M 3.33%
21,788
-20
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$3.82T
$10.9M 3.31%
44,708
+765
AMZN icon
9
Amazon
AMZN
$2.45T
$10.6M 3.23%
48,268
+1,461
BRK.A icon
10
Berkshire Hathaway Class A
BRK.A
$1.09T
$9.8M 2.98%
13
IBDR icon
11
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.53B
$9.77M 2.97%
402,007
+73,580
TSLA icon
12
Tesla
TSLA
$1.51T
$9.24M 2.81%
20,779
+94
ETN icon
13
Eaton
ETN
$132B
$9.09M 2.77%
24,301
+165
IBTG icon
14
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.18B
$8.41M 2.56%
366,533
+154,978
IBDW icon
15
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.02B
$6.78M 2.06%
319,446
+73,791
VIG icon
16
Vanguard Dividend Appreciation ETF
VIG
$101B
$6.57M 2%
30,425
+960
JPM icon
17
JPMorgan Chase
JPM
$861B
$6.13M 1.87%
19,448
+341
HD icon
18
Home Depot
HD
$350B
$4.95M 1.51%
12,208
+126
PLTR icon
19
Palantir
PLTR
$424B
$4.6M 1.4%
25,238
-2,642
META icon
20
Meta Platforms (Facebook)
META
$1.67T
$3.54M 1.08%
4,824
+218
NEE icon
21
NextEra Energy
NEE
$174B
$3.45M 1.05%
45,641
-639
NFLX icon
22
Netflix
NFLX
$436B
$3.34M 1.02%
27,820
+140
VUG icon
23
Vanguard Growth ETF
VUG
$202B
$3.3M 1%
6,878
+502
VTI icon
24
Vanguard Total Stock Market ETF
VTI
$566B
$3.29M 1%
10,016
+980
LMT icon
25
Lockheed Martin
LMT
$104B
$3.11M 0.95%
6,225
+612
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