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
$201M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$717K
3
+$633K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$571K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$553K

Top Sells

1
+$396K
2
+$320K
3
+$289K
4
DE icon
Deere & Co
DE
+$266K
5
KMB icon
Kimberly-Clark
KMB
+$239K

Sector Composition

1 Technology 25.99%
2 Consumer Discretionary 11.97%
3 Financials 10.47%
4 Healthcare 8.34%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.94%
79,075
+30,060
27
$1.87M 0.93%
44,658
-240
28
$1.86M 0.92%
9,069
-58
29
$1.8M 0.89%
6,919
+2,126
30
$1.75M 0.87%
6,156
+234
31
$1.7M 0.84%
6,089
-14
32
$1.68M 0.83%
10,654
-534
33
$1.62M 0.81%
19,916
+948
34
$1.52M 0.75%
12,392
+460
35
$1.47M 0.73%
11,165
+711
36
$1.44M 0.72%
23,780
-140
37
$1.43M 0.71%
48,999
-1,914
38
$1.41M 0.7%
64,065
+23,373
39
$1.38M 0.68%
7,573
+71
40
$1.33M 0.66%
877
+123
41
$1.32M 0.65%
3,825
+151
42
$1.31M 0.65%
17,019
+917
43
$1.29M 0.64%
7,596
+242
44
$1.21M 0.6%
43,178
45
$1.19M 0.59%
2,415
+302
46
$1.19M 0.59%
7,321
-790
47
$1.18M 0.58%
3,903
-258
48
$1.17M 0.58%
9,666
+973
49
$1.14M 0.57%
13,098
+1,766
50
$1.05M 0.52%
18,065
+6,540
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