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
$167M
AUM Growth
-$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.52M
3
+$826K
4
BAND icon
Bandwidth Inc
BAND
+$789K
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$686K

Top Sells

1
+$4.14M
2
+$2.52M
3
+$2.09M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$474K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$410K

Sector Composition

1 Technology 25.17%
2 Consumer Discretionary 12.14%
3 Financials 10.73%
4 Healthcare 8.29%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.94%
5,851
+40
27
$1.51M 0.9%
19,907
+360
28
$1.5M 0.9%
2,664
+47
29
$1.46M 0.88%
31,681
-2,321
30
$1.44M 0.86%
44,320
-1,952
31
$1.38M 0.82%
50,247
-653
32
$1.31M 0.78%
5,689
-10
33
$1.24M 0.74%
17,373
+2,604
34
$1.22M 0.73%
4,072
-14
35
$1.2M 0.72%
8,248
+8
36
$1.2M 0.72%
6,887
+36
37
$1.12M 0.67%
13,758
-1,250
38
$1.11M 0.67%
10,401
-2,539
39
$1.1M 0.66%
868
+26
40
$1.06M 0.63%
33,785
41
$979K 0.59%
2,593
-38
42
$977K 0.58%
3,589
+238
43
$956K 0.57%
5,711
-244
44
$934K 0.56%
8,268
-377
45
$916K 0.55%
4,518
-41
46
$912K 0.54%
14,732
+2,593
47
$900K 0.54%
4,238
+7
48
$894K 0.53%
8,648
+410
49
$875K 0.52%
11,163
+145
50
$870K 0.52%
26,222
-782
1
2
3 4 5