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
$201M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$717K
3
+$633K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$571K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$553K

Top Sells

1
+$396K
2
+$320K
3
+$289K
4
DE icon
Deere & Co
DE
+$266K
5
KMB icon
Kimberly-Clark
KMB
+$239K

Sector Composition

1 Technology 25.99%
2 Consumer Discretionary 11.97%
3 Financials 10.47%
4 Healthcare 8.34%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$988K 0.49%
7,769
-378
52
$982K 0.49%
3,137
+176
53
$976K 0.48%
24,915
+212
54
$953K 0.47%
46,525
+27,844
55
$949K 0.47%
2,379
-112
56
$943K 0.47%
13,707
-421
57
$901K 0.45%
11,102
58
$901K 0.45%
5,915
-205
59
$886K 0.44%
2,550
-113
60
$866K 0.43%
14,900
61
$861K 0.43%
6,522
-161
62
$775K 0.38%
1,559
+209
63
$769K 0.38%
1,732
+184
64
$762K 0.38%
1,583
+1
65
$748K 0.37%
10,339
66
$720K 0.36%
11,971
-101
67
$712K 0.35%
7,791
+65
68
$705K 0.35%
3,429
69
$699K 0.35%
12,925
+990
70
$670K 0.33%
6,066
+898
71
$668K 0.33%
1,570
72
$656K 0.33%
13,824
-2,658
73
$643K 0.32%
22,328
+1,169
74
$613K 0.3%
9,551
+376
75
$609K 0.3%
26,461
+2,090
1 2
3
4 5