MIM

Moseley Investment Management Portfolio holdings

AUM $314M
1-Year Est. Return 22.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.04M
3
+$1.78M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.55M
5
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$754K

Top Sells

1
+$779K
2
+$428K
3
+$259K
4
DE icon
Deere & Co
DE
+$240K
5
ADBE icon
Adobe
ADBE
+$213K

Sector Composition

1 Technology 21.68%
2 Financials 12.19%
3 Consumer Discretionary 9.77%
4 Communication Services 7.16%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.44%
8,883
+44
52
$1.42M 0.43%
2,316
+926
53
$1.42M 0.43%
12,397
-261
54
$1.25M 0.38%
39,927
-1,834
55
$1.2M 0.36%
6,449
-649
56
$1.18M 0.36%
5,323
+544
57
$1.1M 0.33%
16,419
-1,836
58
$1.06M 0.32%
6,897
+19
59
$1.06M 0.32%
10,276
-63
60
$1.03M 0.31%
38,974
+7,511
61
$1.01M 0.31%
1,675
+43
62
$1M 0.31%
2,246
+110
63
$997K 0.3%
10,439
64
$994K 0.3%
7,216
+545
65
$949K 0.29%
9,969
-259
66
$942K 0.29%
11,102
67
$931K 0.28%
4,285
68
$905K 0.28%
1,592
+1
69
$888K 0.27%
1,332
+122
70
$825K 0.25%
5,507
-33
71
$811K 0.25%
2,615
+425
72
$806K 0.25%
5,374
-1,000
73
$802K 0.24%
1,858
-21
74
$799K 0.24%
4,471
+198
75
$799K 0.24%
3,371
-231
1 2
3
4 5