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
$201M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$717K
3
+$633K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$571K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$553K

Top Sells

1
+$396K
2
+$320K
3
+$289K
4
DE icon
Deere & Co
DE
+$266K
5
KMB icon
Kimberly-Clark
KMB
+$239K

Sector Composition

1 Technology 25.99%
2 Consumer Discretionary 11.97%
3 Financials 10.47%
4 Healthcare 8.34%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$594K 0.3%
7,322
+145
77
$592K 0.29%
2,556
-212
78
$587K 0.29%
11,604
-1,159
79
$574K 0.29%
4,285
80
$557K 0.28%
2,186
-108
81
$551K 0.27%
26,658
-105
82
$540K 0.27%
4,648
-447
83
$510K 0.25%
1,201
84
$509K 0.25%
3,125
-737
85
$501K 0.25%
607
-4
86
$479K 0.24%
2,751
-244
87
$474K 0.24%
6,140
+1,268
88
$472K 0.23%
130
89
$448K 0.22%
6,238
-655
90
$443K 0.22%
1,567
-102
91
$424K 0.21%
7,118
+1,688
92
$411K 0.2%
855
-12
93
$399K 0.2%
791
-48
94
$397K 0.2%
5,930
-2,347
95
$391K 0.19%
725
96
$384K 0.19%
2,013
+517
97
$380K 0.19%
456
+4
98
$349K 0.17%
12,591
-3,998
99
$343K 0.17%
1,266
-199
100
$342K 0.17%
8,900
+637
2 3
4
5 6