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
$140M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$767K
3
+$704K
4
CRWD icon
CrowdStrike
CRWD
+$575K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$537K

Top Sells

1
+$680K
2
+$586K
3
+$424K
4
CME icon
CME Group
CME
+$399K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$344K

Sector Composition

1 Technology 30.13%
2 Consumer Discretionary 9.27%
3 Healthcare 8.35%
4 Financials 7.65%
5 Communication Services 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$478K 0.34%
2,393
+72
77
$466K 0.33%
3,852
-187
78
$460K 0.33%
8,806
-117
79
$458K 0.33%
7,354
-254
80
$451K 0.32%
2,646
-441
81
$446K 0.32%
2,690
+119
82
$432K 0.31%
9,267
+438
83
$424K 0.3%
1,527
-75
84
$405K 0.29%
6,747
+243
85
$402K 0.29%
4,501
+168
86
$397K 0.28%
10,880
-4,651
87
$394K 0.28%
+2,559
88
$386K 0.27%
8,220
89
$384K 0.27%
7,655
-8
90
$370K 0.26%
+1,720
91
$368K 0.26%
4,055
+255
92
$368K 0.26%
8,342
93
$365K 0.26%
13,706
+6
94
$362K 0.26%
1,724
+2
95
$350K 0.25%
6,456
+97
96
$350K 0.25%
1,846
-338
97
$336K 0.24%
25,008
+18
98
$329K 0.23%
3,716
-144
99
$317K 0.23%
2,190
100
$304K 0.22%
5,676
-674
2 3
4
5 6