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
-$491K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.23M
3
+$867K
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$840K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$753K

Top Sells

1
+$2.8M
2
+$1.8M
3
+$282K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$265K
5
ITW icon
Illinois Tool Works
ITW
+$263K

Sector Composition

1 Technology 19.12%
2 Financials 14.32%
3 Consumer Discretionary 9.88%
4 Communication Services 6.36%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.32M 0.91%
27,473
+1,859
27
$2.31M 0.9%
13,939
-17
28
$2.29M 0.9%
8,333
-966
29
$2.26M 0.89%
6,457
+20
30
$2.15M 0.84%
25,918
+1,856
31
$2.13M 0.83%
5,749
+1,111
32
$2.02M 0.79%
15,325
+236
33
$2M 0.78%
6,435
+296
34
$1.99M 0.78%
34,881
+3,059
35
$1.97M 0.77%
9,324
+225
36
$1.91M 0.75%
67,363
+29,652
37
$1.9M 0.74%
41,902
+1,819
38
$1.89M 0.74%
11,303
+626
39
$1.82M 0.71%
71,836
+28,000
40
$1.7M 0.66%
8,113
+230
41
$1.68M 0.66%
4,773
-78
42
$1.66M 0.65%
3,161
+238
43
$1.62M 0.63%
11,611
+59
44
$1.62M 0.63%
831
-1
45
$1.62M 0.63%
2,980
-308
46
$1.59M 0.62%
12,315
+516
47
$1.58M 0.62%
61,929
48
$1.51M 0.59%
43,178
49
$1.48M 0.58%
17,925
+280
50
$1.44M 0.56%
42,109
+32
1
2
3 4 5