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
$251M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.26M
3
+$3.03M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.97M
5
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$1.84M

Top Sells

1
+$1.06M
2
+$498K
3
+$353K
4
PFE icon
Pfizer
PFE
+$352K
5
TSLA icon
Tesla
TSLA
+$308K

Sector Composition

1 Technology 23.81%
2 Consumer Discretionary 10.73%
3 Financials 9.27%
4 Healthcare 6.78%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.48%
3,016
-90
52
$1.18M 0.47%
24,581
-242
53
$1.15M 0.46%
+44,929
54
$1.15M 0.46%
11,962
-604
55
$1.12M 0.45%
6,374
56
$1.1M 0.44%
14,953
+1,468
57
$1.07M 0.43%
11,102
58
$1.06M 0.42%
35,003
+11,705
59
$1.03M 0.41%
2,088
-56
60
$1M 0.4%
5,987
+10
61
$979K 0.39%
12,121
+101
62
$954K 0.38%
25,656
-325
63
$920K 0.37%
2,411
-37
64
$893K 0.36%
15,502
+1,452
65
$834K 0.33%
3,432
+3
66
$828K 0.33%
13,057
+1
67
$812K 0.32%
1,572
+2
68
$806K 0.32%
1,651
-4
69
$798K 0.32%
6,154
-1,508
70
$787K 0.31%
1,593
+10
71
$747K 0.3%
+32,400
72
$745K 0.3%
2,723
-1,002
73
$721K 0.29%
6,345
+17
74
$715K 0.29%
1,662
+88
75
$701K 0.28%
1,201
1 2
3
4 5