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
-$491K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.23M
3
+$867K
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$840K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$753K

Top Sells

1
+$2.8M
2
+$1.8M
3
+$282K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$265K
5
ITW icon
Illinois Tool Works
ITW
+$263K

Sector Composition

1 Technology 19.12%
2 Financials 14.32%
3 Consumer Discretionary 9.88%
4 Communication Services 6.36%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.52%
2,523
-9
52
$1.19M 0.47%
12,047
+153
53
$1.18M 0.46%
6,920
-79
54
$1.12M 0.44%
15,171
-531
55
$1.06M 0.42%
11,102
56
$1.06M 0.41%
6,374
57
$1.05M 0.41%
2,113
-26
58
$1.03M 0.4%
45,000
+7,100
59
$1.02M 0.4%
11,617
-538
60
$1M 0.39%
6,430
-58
61
$984K 0.38%
3,665
+141
62
$983K 0.38%
24,944
+577
63
$942K 0.37%
5,719
+77
64
$935K 0.37%
9,096
-56
65
$912K 0.36%
10,145
-710
66
$872K 0.34%
1,590
67
$831K 0.33%
2,380
+23
68
$818K 0.32%
16,300
+959
69
$817K 0.32%
10,439
70
$808K 0.32%
1,759
+129
71
$799K 0.31%
1,572
72
$786K 0.31%
1,677
73
$777K 0.3%
13,390
+391
74
$767K 0.3%
6,449
+471
75
$725K 0.28%
6,250
+73
1 2
3
4 5