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
$140M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$767K
3
+$704K
4
CRWD icon
CrowdStrike
CRWD
+$575K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$537K

Top Sells

1
+$680K
2
+$586K
3
+$424K
4
CME icon
CME Group
CME
+$399K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$344K

Sector Composition

1 Technology 30.13%
2 Consumer Discretionary 9.27%
3 Healthcare 8.35%
4 Financials 7.65%
5 Communication Services 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.99%
12,734
+1,336
27
$1.32M 0.94%
30,467
+3,665
28
$1.27M 0.91%
5,070
+247
29
$1.25M 0.89%
6,243
+241
30
$1.2M 0.86%
12,485
+551
31
$1.2M 0.85%
14,446
+4,774
32
$1.16M 0.83%
4,443
-26
33
$1.16M 0.83%
9,358
-311
34
$1.16M 0.82%
10,349
+4,800
35
$1.11M 0.79%
7,970
+1
36
$1.1M 0.78%
20,218
+8,752
37
$1.08M 0.77%
21,610
+80
38
$1.06M 0.75%
6,396
+8
39
$1.01M 0.72%
7,059
+2,184
40
$973K 0.69%
5,910
+1,203
41
$961K 0.68%
44,606
-7,944
42
$961K 0.68%
3,419
-144
43
$961K 0.68%
4,222
-275
44
$959K 0.68%
26,330
+970
45
$913K 0.65%
27,918
-8,632
46
$874K 0.62%
6,910
-51
47
$802K 0.57%
16,010
+103
48
$789K 0.56%
729
-17
49
$789K 0.56%
2,502
-61
50
$785K 0.56%
2,210
+184
1
2
3 4 5