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
$140M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$767K
3
+$704K
4
CRWD icon
CrowdStrike
CRWD
+$575K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$537K

Top Sells

1
+$680K
2
+$586K
3
+$424K
4
CME icon
CME Group
CME
+$399K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$344K

Sector Composition

1 Technology 30.13%
2 Consumer Discretionary 9.27%
3 Healthcare 8.35%
4 Financials 7.65%
5 Communication Services 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$785K 0.56%
3,581
+2,138
52
$782K 0.56%
4,415
+125
53
$756K 0.54%
1,712
+40
54
$744K 0.53%
7,158
+2,865
55
$735K 0.52%
2,893
+302
56
$704K 0.5%
+4,331
57
$690K 0.49%
19,807
-2,386
58
$689K 0.49%
7,867
-369
59
$668K 0.48%
2,705
-951
60
$656K 0.47%
6,410
-890
61
$631K 0.45%
14,577
+1,044
62
$619K 0.44%
10,040
-289
63
$605K 0.43%
7,373
+1,267
64
$601K 0.43%
1,997
+1,048
65
$601K 0.43%
1,279
-212
66
$575K 0.41%
+4,189
67
$554K 0.39%
13,550
-1,099
68
$533K 0.38%
3,228
-769
69
$523K 0.37%
+1,066
70
$522K 0.37%
18,673
-2,947
71
$520K 0.37%
1,539
-1,001
72
$500K 0.36%
+10,804
73
$486K 0.35%
2,333
-42
74
$484K 0.34%
6,728
-2,015
75
$479K 0.34%
5,572
+734
1 2
3
4 5