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
$251M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.26M
3
+$3.03M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.97M
5
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$1.84M

Top Sells

1
+$1.06M
2
+$498K
3
+$353K
4
PFE icon
Pfizer
PFE
+$352K
5
TSLA icon
Tesla
TSLA
+$308K

Sector Composition

1 Technology 23.81%
2 Consumer Discretionary 10.73%
3 Financials 9.27%
4 Healthcare 6.78%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$700K 0.28%
5,849
-441
77
$677K 0.27%
10,439
78
$660K 0.26%
5,631
+44
79
$634K 0.25%
6,505
-466
80
$630K 0.25%
8,996
-260
81
$597K 0.24%
2,206
+15
82
$590K 0.24%
26,073
-489
83
$570K 0.23%
2,762
+7
84
$566K 0.23%
6,276
+12
85
$537K 0.21%
10,498
-573
86
$533K 0.21%
6,823
-129
87
$518K 0.21%
8,515
+267
88
$513K 0.2%
4,285
89
$510K 0.2%
2,921
-14
90
$506K 0.2%
570
-26
91
$504K 0.2%
10,465
-304
92
$481K 0.19%
114
-11
93
$480K 0.19%
11,448
+2,578
94
$480K 0.19%
5,984
+154
95
$477K 0.19%
1,578
+2
96
$476K 0.19%
+10,228
97
$461K 0.18%
4,120
+189
98
$454K 0.18%
2,731
99
$452K 0.18%
858
+26
100
$443K 0.18%
2,002
-57
2 3
4
5 6