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
$215M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$981K
3
+$863K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$507K
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$493K

Top Sells

1
+$960K
2
+$296K
3
+$261K
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$228K
5
WSM icon
Williams-Sonoma
WSM
+$223K

Sector Composition

1 Technology 28.16%
2 Consumer Discretionary 11.4%
3 Financials 9.57%
4 Healthcare 7.6%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.49%
13,388
+290
52
$1.02M 0.48%
24,823
-92
53
$981K 0.46%
+6,374
54
$958K 0.44%
3,725
-178
55
$954K 0.44%
2,144
-235
56
$924K 0.43%
13,485
-222
57
$914K 0.42%
3,106
-31
58
$886K 0.41%
7,662
-107
59
$880K 0.41%
14,050
-850
60
$843K 0.39%
11,102
61
$814K 0.38%
12,020
+49
62
$813K 0.38%
1,574
+15
63
$793K 0.37%
1,655
-77
64
$783K 0.36%
6,328
-194
65
$769K 0.36%
10,439
+100
66
$737K 0.34%
3,429
67
$731K 0.34%
2,448
-102
68
$708K 0.33%
6,290
+224
69
$700K 0.33%
1,570
70
$699K 0.32%
1,583
71
$690K 0.32%
13,056
+131
72
$686K 0.32%
23,298
+970
73
$658K 0.31%
25,981
-480
74
$643K 0.3%
5,587
+939
75
$614K 0.29%
9,256
-295
1 2
3
4 5