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
$180M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$727K
3
+$392K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$388K
5
LLY icon
Eli Lilly
LLY
+$303K

Top Sells

1
+$1.39M
2
+$1.08M
3
+$839K
4
BAND icon
Bandwidth Inc
BAND
+$789K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$752K

Sector Composition

1 Technology 25.51%
2 Consumer Discretionary 12.48%
3 Financials 10.66%
4 Healthcare 8.38%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$533K 0.3%
2,768
-79
77
$532K 0.3%
5,168
-243
78
$525K 0.29%
7,177
-419
79
$510K 0.28%
2,294
+3
80
$510K 0.28%
2,995
-120
81
$509K 0.28%
5,095
+101
82
$508K 0.28%
8,277
-229
83
$503K 0.28%
26,763
84
$502K 0.28%
1,201
85
$501K 0.28%
839
+7
86
$492K 0.27%
611
-34
87
$483K 0.27%
6,893
-389
88
$478K 0.27%
16,589
-9,633
89
$465K 0.26%
7,110
90
$461K 0.26%
130
-16
91
$433K 0.24%
1,669
+4
92
$418K 0.23%
24,371
+600
93
$417K 0.23%
3,844
-3
94
$402K 0.22%
725
95
$396K 0.22%
7,789
96
$388K 0.22%
+18,681
97
$380K 0.21%
4,872
-506
98
$379K 0.21%
867
-752
99
$367K 0.2%
452
100
$367K 0.2%
1,465
+3
2 3
4
5 6