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
$180M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$727K
3
+$392K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$388K
5
LLY icon
Eli Lilly
LLY
+$303K

Top Sells

1
+$1.39M
2
+$1.08M
3
+$839K
4
BAND icon
Bandwidth Inc
BAND
+$789K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$752K

Sector Composition

1 Technology 25.51%
2 Consumer Discretionary 12.48%
3 Financials 10.66%
4 Healthcare 8.38%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$338K 0.19%
5,193
-486
102
$325K 0.18%
5,430
+69
103
$323K 0.18%
3,654
+1
104
$322K 0.18%
2,440
105
$320K 0.18%
2,863
106
$318K 0.18%
3,856
-61
107
$312K 0.17%
7,206
-1,562
108
$312K 0.17%
4,049
-1,687
109
$310K 0.17%
585
-23
110
$306K 0.17%
16,476
-180
111
$301K 0.17%
858
112
$296K 0.16%
8,263
+771
113
$296K 0.16%
10,277
-1,826
114
$293K 0.16%
626
115
$288K 0.16%
1,099
-177
116
$286K 0.16%
8,225
-619
117
$282K 0.16%
2,532
-93
118
$281K 0.16%
3,500
119
$272K 0.15%
1,369
-387
120
$266K 0.15%
664
+1
121
$265K 0.15%
26,659
-3,505
122
$259K 0.14%
2,175
+8
123
$251K 0.14%
4,005
-522
124
$245K 0.14%
+1,496
125
$244K 0.14%
+2,360
3 4
5
6 7