MIM

Moseley Investment Management Portfolio holdings

AUM $324M
1-Year Est. Return 21.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$1.77M
3
+$1.02M
4
WM icon
Waste Management
WM
+$781K
5
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$747K

Top Sells

1
+$1.05M
2
+$966K
3
+$469K
4
UNH icon
UnitedHealth
UNH
+$248K
5
KMB icon
Kimberly-Clark
KMB
+$220K

Sector Composition

1 Technology 21.45%
2 Financials 12.92%
3 Consumer Discretionary 9.95%
4 Industrials 7.2%
5 Communication Services 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 0.91%
16,529
+180
27
$2.61M 0.9%
29,007
+3,089
28
$2.6M 0.9%
5,613
+134
29
$2.59M 0.89%
3,323
-135
30
$2.58M 0.89%
2,609
+70
31
$2.49M 0.86%
4,884
+111
32
$2.47M 0.85%
6,968
+511
33
$2.31M 0.8%
72,356
+4,993
34
$2.25M 0.77%
17,031
-688
35
$2.24M 0.77%
858
+27
36
$2.2M 0.76%
9,457
+133
37
$2.19M 0.76%
85,536
+13,700
38
$2.15M 0.74%
37,827
+2,946
39
$2.14M 0.74%
15,919
+594
40
$1.88M 0.65%
6,730
+295
41
$1.87M 0.65%
43,273
+1,371
42
$1.83M 0.63%
2,758
-222
43
$1.78M 0.61%
11,927
+316
44
$1.78M 0.61%
43,178
45
$1.7M 0.59%
12,784
+469
46
$1.61M 0.56%
11,255
-48
47
$1.57M 0.54%
12,658
+611
48
$1.51M 0.52%
8,134
+21
49
$1.43M 0.49%
55,929
-6,000
50
$1.38M 0.48%
18,255
+330
1
2
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