MIM

Moseley Investment Management Portfolio holdings

AUM $290M
1-Year Est. Return 24.06%
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
-$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.52M
3
+$826K
4
BAND icon
Bandwidth Inc
BAND
+$789K
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$686K

Top Sells

1
+$4.14M
2
+$2.52M
3
+$2.09M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$474K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$410K

Sector Composition

1 Technology 25.17%
2 Consumer Discretionary 12.14%
3 Financials 10.73%
4 Healthcare 8.29%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$807K 0.48%
6,120
52
$801K 0.48%
25,226
+124
53
$789K 0.47%
+69,998
54
$742K 0.44%
15,424
+1,086
55
$737K 0.44%
8,077
+141
56
$732K 0.44%
2,503
+90
57
$724K 0.43%
4,220
+30
58
$716K 0.43%
13,425
+36
59
$710K 0.42%
6,895
+19
60
$707K 0.42%
2,773
-10
61
$686K 0.41%
+31,855
62
$678K 0.41%
4,918
-45
63
$656K 0.39%
11,102
64
$636K 0.38%
1,619
-10
65
$628K 0.38%
27,390
+2,360
66
$626K 0.37%
1,581
67
$587K 0.35%
4,994
+121
68
$579K 0.35%
2,847
-23
69
$579K 0.35%
10,541
70
$574K 0.34%
1,570
71
$573K 0.34%
15,650
+400
72
$544K 0.32%
4,285
73
$533K 0.32%
2,679
+130
74
$517K 0.31%
9,851
-297
75
$510K 0.31%
10,219
+771
1 2
3
4 5