MIM
Moseley Investment Management Portfolio holdings
AUM
$290M
1-Year Return
24.06%
This Quarter Return
-2.29%
1 Year Return
+24.06%
3 Year Return
+110.15%
5 Year Return
+151.05%
10 Year Return
–
AUM
$256M
AUM Growth
-$491K
(-0.19%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
5.07%
Top 10 Holdings %
Top 10 Hldgs %
39.47%
Holding
156
New
7
Increased
70
Reduced
52
Closed
5
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$10.4M |
| 2 |
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
|
$1.23M |
| 3 |
Eaton
ETN
|
$867K |
| 4 |
Capital Group Global Growth Equity ETF
CGGO
|
$840K |
| 5 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
$753K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.8M |
| 2 |
Broadcom
AVGO
|
$1.8M |
| 3 |
Brookfield Renewable
BEPC
|
$282K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$265K |
| 5 |
Illinois Tool Works
ITW
|
$263K |
Sector Composition
| 1 | Technology | 19.12% |
| 2 | Financials | 14.32% |
| 3 | Consumer Discretionary | 9.88% |
| 4 | Communication Services | 6.36% |
| 5 | Industrials | 6% |
