MIM

Moseley Investment Management Portfolio holdings

AUM $290M
1-Year Est. Return 24.06%
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
-$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.52M
3
+$826K
4
BAND icon
Bandwidth Inc
BAND
+$789K
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$686K

Top Sells

1
+$4.14M
2
+$2.52M
3
+$2.09M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$474K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$410K

Sector Composition

1 Technology 25.17%
2 Consumer Discretionary 12.14%
3 Financials 10.73%
4 Healthcare 8.29%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$322K 0.19%
6,518
-202
102
$317K 0.19%
725
103
$308K 0.18%
608
104
$302K 0.18%
2,440
-100
105
$301K 0.18%
3,917
+361
106
$298K 0.18%
8,844
+8
107
$294K 0.18%
1,276
+7
108
$293K 0.18%
5,378
-122
109
$292K 0.17%
452
+13
110
$290K 0.17%
8,768
+606
111
$290K 0.17%
12,103
+384
112
$287K 0.17%
2,094
+73
113
$280K 0.17%
5,361
+1,002
114
$277K 0.17%
16,656
115
$276K 0.17%
3,653
+204
116
$276K 0.16%
626
117
$273K 0.16%
3,500
118
$271K 0.16%
2,863
119
$268K 0.16%
1,756
-17
120
$266K 0.16%
4,527
121
$264K 0.16%
2,625
-116
122
$263K 0.16%
858
+6
123
$263K 0.16%
2,439
124
$251K 0.15%
7,492
+91
125
$250K 0.15%
663
+31
3 4
5
6 7