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
$140M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$767K
3
+$704K
4
CRWD icon
CrowdStrike
CRWD
+$575K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$537K

Top Sells

1
+$680K
2
+$586K
3
+$424K
4
CME icon
CME Group
CME
+$399K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$344K

Sector Composition

1 Technology 30.13%
2 Consumer Discretionary 9.27%
3 Healthcare 8.35%
4 Financials 7.65%
5 Communication Services 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$289K 0.21%
5,243
-2,414
102
$285K 0.2%
10,032
-834
103
$284K 0.2%
1,394
+1
104
$279K 0.2%
4,049
105
$276K 0.2%
3,760
-260
106
$274K 0.2%
2,186
+1
107
$271K 0.19%
5,548
108
$270K 0.19%
2,091
109
$269K 0.19%
8,723
-79
110
$266K 0.19%
1,509
-389
111
$257K 0.18%
3,251
+13
112
$255K 0.18%
+1,821
113
$253K 0.18%
3,514
+176
114
$250K 0.18%
+1,059
115
$245K 0.17%
2,963
116
$242K 0.17%
429
-8
117
$242K 0.17%
1,698
-1
118
$237K 0.17%
1,228
+1
119
$237K 0.17%
1,601
120
$235K 0.17%
+800
121
$235K 0.17%
1,249
+100
122
$234K 0.17%
+970
123
$234K 0.17%
2,960
124
$227K 0.16%
+2,234
125
$226K 0.16%
+575
2 3 4
5
6