MIM

Moseley Investment Management Portfolio holdings

AUM $314M
1-Year Est. Return 22.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.04M
3
+$1.78M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.55M
5
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$754K

Top Sells

1
+$779K
2
+$428K
3
+$259K
4
DE icon
Deere & Co
DE
+$240K
5
ADBE icon
Adobe
ADBE
+$213K

Sector Composition

1 Technology 21.68%
2 Financials 12.19%
3 Consumer Discretionary 9.77%
4 Communication Services 7.16%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 0.91%
114,671
+29,135
27
$2.87M 0.87%
32,053
+3,046
28
$2.76M 0.84%
16,202
+283
29
$2.75M 0.84%
80,458
+8,102
30
$2.74M 0.83%
16,466
-63
31
$2.57M 0.78%
3,374
+51
32
$2.5M 0.76%
2,703
+94
33
$2.49M 0.76%
43,610
+5,783
34
$2.42M 0.74%
7,099
+131
35
$2.4M 0.73%
4,902
+18
36
$2.35M 0.71%
3,269
+82
37
$2.3M 0.7%
16,404
-627
38
$2.13M 0.65%
82,858
+26,929
39
$2.06M 0.63%
12,047
+120
40
$2.06M 0.63%
10,370
+336
41
$2.05M 0.62%
877
+19
42
$1.97M 0.6%
43,178
43
$1.97M 0.6%
21,104
-960
44
$1.97M 0.6%
6,964
+234
45
$1.89M 0.58%
12,167
+912
46
$1.86M 0.57%
13,198
+414
47
$1.86M 0.57%
8,030
-104
48
$1.83M 0.56%
41,742
-1,531
49
$1.57M 0.48%
6,434
+2
50
$1.44M 0.44%
16,988
+872
1
2
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