MIM

Moseley Investment Management Portfolio holdings

AUM $324M
1-Year Est. Return 21.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$1.77M
3
+$1.02M
4
WM icon
Waste Management
WM
+$781K
5
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$747K

Top Sells

1
+$1.05M
2
+$966K
3
+$469K
4
UNH icon
UnitedHealth
UNH
+$248K
5
KMB icon
Kimberly-Clark
KMB
+$220K

Sector Composition

1 Technology 21.45%
2 Financials 12.92%
3 Consumer Discretionary 9.95%
4 Industrials 7.2%
5 Communication Services 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.45%
41,761
-348
52
$1.29M 0.44%
16,116
+945
53
$1.25M 0.43%
8,839
-257
54
$1.16M 0.4%
2,136
+23
55
$1.14M 0.39%
6,432
+2
56
$1.1M 0.38%
6,878
-42
57
$1.09M 0.38%
4,779
+3,368
58
$1.08M 0.37%
7,098
-6,841
59
$1.05M 0.36%
11,102
60
$1.01M 0.35%
6,374
61
$1.01M 0.35%
10,339
-1,278
62
$982K 0.34%
3,602
-63
63
$952K 0.33%
10,439
64
$935K 0.32%
4,285
65
$900K 0.31%
1,632
-45
66
$898K 0.31%
5,759
+40
67
$894K 0.31%
1,591
+1
68
$892K 0.31%
10,228
+83
69
$876K 0.3%
15,595
-705
70
$857K 0.3%
6,671
+421
71
$847K 0.29%
1,879
+120
72
$830K 0.29%
1,574
+2
73
$808K 0.28%
2,354
-26
74
$797K 0.27%
24,905
-39
75
$781K 0.27%
13,565
+175
1 2
3
4 5