MIM

Moseley Investment Management Portfolio holdings

AUM $290M
1-Year Est. Return 24.06%
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
-$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.52M
3
+$826K
4
BAND icon
Bandwidth Inc
BAND
+$789K
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$686K

Top Sells

1
+$4.14M
2
+$2.52M
3
+$2.09M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$474K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$410K

Sector Composition

1 Technology 25.17%
2 Consumer Discretionary 12.14%
3 Financials 10.73%
4 Healthcare 8.29%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$504K 0.3%
5,411
+134
77
$502K 0.3%
7,596
+165
78
$497K 0.3%
8,506
+138
79
$495K 0.3%
3,115
+226
80
$478K 0.29%
9,586
-50,595
81
$476K 0.28%
2,291
+17
82
$473K 0.28%
1,319
+77
83
$471K 0.28%
7,282
+178
84
$468K 0.28%
645
-14
85
$464K 0.28%
1,201
86
$451K 0.27%
26,763
+999
87
$450K 0.27%
146
-16
88
$431K 0.26%
5,736
-27,839
89
$428K 0.26%
7,110
90
$426K 0.25%
+18,249
91
$424K 0.25%
832
-42
92
$411K 0.25%
7,668
+2,838
93
$385K 0.23%
1,016
+72
94
$380K 0.23%
23,771
-16
95
$370K 0.22%
733
+3
96
$368K 0.22%
1,665
-95
97
$368K 0.22%
3,847
+53
98
$344K 0.21%
1,462
+1
99
$339K 0.2%
7,789
100
$337K 0.2%
5,679
+682
2 3
4
5 6