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
$251M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.26M
3
+$3.03M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.97M
5
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$1.84M

Top Sells

1
+$1.06M
2
+$498K
3
+$353K
4
PFE icon
Pfizer
PFE
+$352K
5
TSLA icon
Tesla
TSLA
+$308K

Sector Composition

1 Technology 23.81%
2 Consumer Discretionary 10.73%
3 Financials 9.27%
4 Healthcare 6.78%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$435K 0.17%
458
+2
102
$407K 0.16%
1,937
-210
103
$385K 0.15%
4,928
-484
104
$376K 0.15%
11,520
-61
105
$375K 0.15%
8,225
106
$368K 0.15%
15,018
+2,866
107
$365K 0.15%
16,476
108
$352K 0.14%
614
-25
109
$350K 0.14%
3,709
+190
110
$342K 0.14%
661
-111
111
$337K 0.13%
3,455
+193
112
$320K 0.13%
6,787
+1,167
113
$319K 0.13%
1,131
-135
114
$316K 0.13%
625
-100
115
$311K 0.12%
3,946
-117
116
$310K 0.12%
3,500
117
$310K 0.12%
+217
118
$307K 0.12%
6,246
+1,649
119
$292K 0.12%
2,173
-6
120
$290K 0.12%
3,500
-766
121
$278K 0.11%
527
+1
122
$277K 0.11%
4,264
+46
123
$275K 0.11%
5,811
124
$273K 0.11%
3,804
-10
125
$269K 0.11%
1,026
-69
3 4
5
6 7