MIM

Moseley Investment Management Portfolio holdings

AUM $314M
1-Year Est. Return 22.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.04M
3
+$1.78M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.55M
5
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$754K

Top Sells

1
+$779K
2
+$428K
3
+$259K
4
DE icon
Deere & Co
DE
+$240K
5
ADBE icon
Adobe
ADBE
+$213K

Sector Composition

1 Technology 21.68%
2 Financials 12.19%
3 Consumer Discretionary 9.77%
4 Communication Services 7.16%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$786K 0.24%
12,935
-630
77
$785K 0.24%
5,368
-391
78
$766K 0.23%
1,574
79
$746K 0.23%
6,617
+231
80
$727K 0.22%
24,052
-853
81
$630K 0.19%
2,234
+280
82
$628K 0.19%
1,201
83
$620K 0.19%
23,541
-400
84
$619K 0.19%
7,679
+125
85
$612K 0.19%
2,825
86
$595K 0.18%
13,714
+1,033
87
$595K 0.18%
8,271
+50
88
$592K 0.18%
15,109
-486
89
$573K 0.17%
8,822
+1,235
90
$561K 0.17%
1,620
-734
91
$558K 0.17%
1,615
-258
92
$541K 0.16%
3,639
-35
93
$540K 0.16%
2,147
+6
94
$521K 0.16%
8,225
95
$509K 0.16%
+2,762
96
$509K 0.15%
2,728
-35
97
$509K 0.15%
830
-36
98
$505K 0.15%
6,135
-271
99
$505K 0.15%
433
100
$505K 0.15%
10,077
+206
2 3
4
5 6