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
$256M
AUM Growth
+$5.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$895K
3
+$517K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$451K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$446K

Top Sells

1
+$2.4M
2
+$1.46M
3
+$786K
4
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$694K
5
NEE icon
NextEra Energy
NEE
+$420K

Sector Composition

1 Technology 23.99%
2 Consumer Discretionary 11.63%
3 Financials 9.72%
4 Communication Services 6.87%
5 Industrials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$432K 0.17%
4,177
+57
102
$417K 0.16%
1,581
+3
103
$413K 0.16%
3,880
-2,104
104
$411K 0.16%
3,870
+161
105
$397K 0.15%
9,015
-1,213
106
$374K 0.15%
16,476
107
$363K 0.14%
4,256
-672
108
$350K 0.14%
7,082
+836
109
$337K 0.13%
14,121
-897
110
$324K 0.13%
+6,112
111
$320K 0.12%
3,589
+134
112
$317K 0.12%
250
+33
113
$315K 0.12%
5,811
114
$306K 0.12%
2,180
+7
115
$301K 0.12%
6,249
-538
116
$298K 0.12%
1,511
-29
117
$284K 0.11%
639
-22
118
$283K 0.11%
1,114
-17
119
$282K 0.11%
3,214
-286
120
$282K 0.11%
10,189
-1,331
121
$279K 0.11%
2,211
-520
122
$278K 0.11%
5,821
-58
123
$271K 0.11%
3,874
+70
124
$269K 0.1%
6,109
+57
125
$268K 0.1%
3,500
3 4
5
6 7