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
$180M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$727K
3
+$392K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$388K
5
LLY icon
Eli Lilly
LLY
+$303K

Top Sells

1
+$1.39M
2
+$1.08M
3
+$839K
4
BAND icon
Bandwidth Inc
BAND
+$789K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$752K

Sector Composition

1 Technology 25.51%
2 Consumer Discretionary 12.48%
3 Financials 10.66%
4 Healthcare 8.38%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$904K 0.5%
40,692
+8,837
52
$875K 0.49%
8,147
-121
53
$862K 0.48%
6,120
54
$840K 0.47%
2,491
-12
55
$831K 0.46%
2,663
-110
56
$788K 0.44%
16,482
-15,199
57
$765K 0.43%
2,961
+282
58
$742K 0.41%
7,726
-351
59
$729K 0.41%
6,683
-212
60
$711K 0.4%
10,339
-202
61
$691K 0.38%
1,570
62
$685K 0.38%
11,935
+1,716
63
$682K 0.38%
14,900
-750
64
$675K 0.38%
1,582
+1
65
$656K 0.36%
3,429
-791
66
$652K 0.36%
12,763
-2,661
67
$646K 0.36%
11,102
68
$634K 0.35%
12,072
-1,353
69
$634K 0.35%
1,548
+229
70
$634K 0.35%
11,525
+3,857
71
$577K 0.32%
3,862
-1,056
72
$557K 0.31%
1,350
+334
73
$546K 0.3%
4,285
74
$544K 0.3%
21,159
-6,231
75
$536K 0.3%
9,175
-676
1 2
3
4 5