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
$256M
AUM Growth
+$5.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$895K
3
+$517K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$451K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$446K

Top Sells

1
+$2.4M
2
+$1.46M
3
+$786K
4
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$694K
5
NEE icon
NextEra Energy
NEE
+$420K

Sector Composition

1 Technology 23.99%
2 Consumer Discretionary 11.63%
3 Financials 9.72%
4 Communication Services 6.87%
5 Industrials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.47%
11,102
52
$1.18M 0.46%
3,524
+801
53
$1.17M 0.46%
6,999
-148
54
$1.12M 0.44%
2,139
+51
55
$1.11M 0.43%
43,836
-27,353
56
$1.11M 0.43%
9,152
-929
57
$1.1M 0.43%
37,711
+2,708
58
$1.1M 0.43%
12,155
+34
59
$1.07M 0.42%
15,702
+749
60
$1.04M 0.41%
6,374
61
$925K 0.36%
15,341
-161
62
$924K 0.36%
24,367
-214
63
$919K 0.36%
5,642
-1,767
64
$867K 0.34%
10,855
-2,723
65
$864K 0.34%
37,900
+5,500
66
$857K 0.33%
1,677
+26
67
$837K 0.33%
1,590
-3
68
$801K 0.31%
2,357
-54
69
$783K 0.31%
1,572
70
$773K 0.3%
10,439
71
$742K 0.29%
5,612
-542
72
$726K 0.28%
6,177
+328
73
$694K 0.27%
12,999
-58
74
$693K 0.27%
1,201
75
$684K 0.27%
1,630
-32
1 2
3
4 5