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
-$491K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.23M
3
+$867K
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$840K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$753K

Top Sells

1
+$2.8M
2
+$1.8M
3
+$282K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$265K
5
ITW icon
Illinois Tool Works
ITW
+$263K

Sector Composition

1 Technology 19.12%
2 Financials 14.32%
3 Consumer Discretionary 9.88%
4 Communication Services 6.36%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$698K 0.27%
1,201
77
$677K 0.26%
1,210
+65
78
$671K 0.26%
5,608
-4
79
$583K 0.23%
4,285
80
$579K 0.23%
5,903
-145
81
$551K 0.22%
12,681
+698
82
$540K 0.21%
24,441
-1,632
83
$533K 0.21%
5,935
-444
84
$531K 0.21%
4,069
+199
85
$515K 0.2%
1,787
-645
86
$511K 0.2%
7,514
-1,055
87
$503K 0.2%
109
-3
88
$500K 0.2%
5,437
-858
89
$498K 0.19%
2,135
-45
90
$493K 0.19%
1,982
-34
91
$492K 0.19%
8,225
92
$487K 0.19%
6,496
+264
93
$482K 0.19%
2,789
+1
94
$479K 0.19%
10,057
-849
95
$477K 0.19%
9,621
96
$476K 0.19%
8,275
+565
97
$471K 0.18%
4,232
+55
98
$440K 0.17%
855
+4
99
$432K 0.17%
1,585
+4
100
$431K 0.17%
2,400
-425
2 3
4
5 6