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
$201M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$717K
3
+$633K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$571K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$553K

Top Sells

1
+$396K
2
+$320K
3
+$289K
4
DE icon
Deere & Co
DE
+$266K
5
KMB icon
Kimberly-Clark
KMB
+$239K

Sector Composition

1 Technology 25.99%
2 Consumer Discretionary 11.97%
3 Financials 10.47%
4 Healthcare 8.34%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$340K 0.17%
3,935
+281
102
$336K 0.17%
3,500
103
$335K 0.17%
16,476
104
$335K 0.17%
3,897
+41
105
$334K 0.17%
+639
106
$325K 0.16%
560
-25
107
$321K 0.16%
4,192
+143
108
$321K 0.16%
8,225
109
$317K 0.16%
7,082
-124
110
$314K 0.16%
3,339
-505
111
$311K 0.15%
4,251
-942
112
$299K 0.15%
+5,514
113
$296K 0.15%
853
-5
114
$294K 0.15%
1,094
-5
115
$287K 0.14%
2,731
116
$273K 0.14%
2,816
-100
117
$272K 0.14%
+5,738
118
$267K 0.13%
2,171
-4
119
$266K 0.13%
1,611
-172
120
$265K 0.13%
10,781
+504
121
$265K 0.13%
2,060
-300
122
$263K 0.13%
1,235
123
$261K 0.13%
1,616
+247
124
$255K 0.13%
3,864
-141
125
$252K 0.13%
526
-100
3 4
5
6 7