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
$256M
AUM Growth
+$5.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$895K
3
+$517K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$451K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$446K

Top Sells

1
+$2.4M
2
+$1.46M
3
+$786K
4
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$694K
5
NEE icon
NextEra Energy
NEE
+$420K

Sector Composition

1 Technology 23.99%
2 Consumer Discretionary 11.63%
3 Financials 9.72%
4 Communication Services 6.87%
5 Industrials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$671K 0.26%
1,145
+531
77
$643K 0.25%
5,978
+347
78
$635K 0.25%
6,379
+34
79
$630K 0.25%
668
+98
80
$617K 0.24%
4,285
81
$612K 0.24%
8,569
-427
82
$604K 0.24%
26,073
83
$589K 0.23%
2,432
-1,000
84
$557K 0.22%
112
-2
85
$552K 0.22%
6,048
-457
86
$538K 0.21%
2,180
-26
87
$530K 0.21%
2,825
+63
88
$518K 0.2%
6,295
+19
89
$517K 0.2%
10,906
+441
90
$482K 0.19%
11,983
+535
91
$482K 0.19%
9,621
-877
92
$478K 0.19%
31,036
-2,500
93
$476K 0.19%
6,232
-591
94
$472K 0.18%
2,788
-133
95
$460K 0.18%
7,710
-805
96
$459K 0.18%
851
-7
97
$451K 0.18%
+1,060
98
$449K 0.18%
438
-20
99
$445K 0.17%
8,225
100
$443K 0.17%
2,016
+14
2 3
4
5 6