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
$251M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.26M
3
+$3.03M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.97M
5
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$1.84M

Top Sells

1
+$1.06M
2
+$498K
3
+$353K
4
PFE icon
Pfizer
PFE
+$352K
5
TSLA icon
Tesla
TSLA
+$308K

Sector Composition

1 Technology 23.81%
2 Consumer Discretionary 10.73%
3 Financials 9.27%
4 Healthcare 6.78%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.85%
2,390
-105
27
$2.06M 0.82%
3,514
-346
28
$2.04M 0.81%
23,130
+1,742
29
$1.98M 0.79%
14,643
+590
30
$1.97M 0.79%
6,115
-90
31
$1.95M 0.78%
9,418
+232
32
$1.89M 0.76%
6,882
+725
33
$1.84M 0.73%
+71,189
34
$1.77M 0.71%
11,565
+326
35
$1.76M 0.7%
24,780
-160
36
$1.74M 0.69%
29,170
+5,883
37
$1.73M 0.69%
844
+3
38
$1.65M 0.66%
10,081
-1,279
39
$1.61M 0.64%
4,206
+71
40
$1.57M 0.63%
10,674
-122
41
$1.53M 0.61%
7,763
+122
42
$1.53M 0.61%
43,178
43
$1.51M 0.6%
2,581
+136
44
$1.51M 0.6%
18,316
+1,019
45
$1.49M 0.59%
11,622
+1,628
46
$1.45M 0.58%
7,409
-107
47
$1.4M 0.56%
5,000
-1,260
48
$1.36M 0.54%
46,573
-1,021
49
$1.24M 0.49%
7,147
-86
50
$1.22M 0.49%
13,578
+190
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2
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