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
$256M
AUM Growth
+$5.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$895K
3
+$517K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$451K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$446K

Top Sells

1
+$2.4M
2
+$1.46M
3
+$786K
4
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$694K
5
NEE icon
NextEra Energy
NEE
+$420K

Sector Composition

1 Technology 23.99%
2 Consumer Discretionary 11.63%
3 Financials 9.72%
4 Communication Services 6.87%
5 Industrials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.8%
9,099
-319
27
$2.04M 0.8%
3,288
-226
28
$2.03M 0.79%
6,437
-445
29
$2.02M 0.79%
13,956
-695
30
$1.99M 0.78%
11,552
-13
31
$1.94M 0.76%
25,614
-42
32
$1.92M 0.75%
24,062
+932
33
$1.9M 0.74%
4,638
+432
34
$1.85M 0.72%
15,089
+446
35
$1.83M 0.71%
31,822
+2,652
36
$1.74M 0.68%
2,923
-93
37
$1.66M 0.65%
4,851
-149
38
$1.65M 0.65%
43,178
39
$1.6M 0.63%
40,083
-7,498
40
$1.6M 0.62%
6,139
+24
41
$1.58M 0.62%
61,929
+17,000
42
$1.55M 0.6%
10,677
+3
43
$1.51M 0.59%
11,799
+177
44
$1.41M 0.55%
832
-12
45
$1.4M 0.55%
7,883
+120
46
$1.35M 0.53%
17,645
-671
47
$1.32M 0.52%
11,894
-68
48
$1.32M 0.52%
42,077
-4,496
49
$1.28M 0.5%
2,532
-49
50
$1.24M 0.48%
6,488
+501
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2
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