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
-$491K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.23M
3
+$867K
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$840K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$753K

Top Sells

1
+$2.8M
2
+$1.8M
3
+$282K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$265K
5
ITW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$431K 0.17%
529
-139
102
$416K 0.16%
439
+1
103
$395K 0.15%
10,537
+1,522
104
$379K 0.15%
274
+24
105
$366K 0.14%
31,486
+450
106
$356K 0.14%
3,931
+342
107
$355K 0.14%
16,476
108
$351K 0.14%
6,764
+515
109
$341K 0.13%
3,574
-306
110
$337K 0.13%
2,187
+7
111
$330K 0.13%
7,060
+948
112
$327K 0.13%
1,411
+175
113
$325K 0.13%
6,981
-101
114
$297K 0.12%
2,211
115
$295K 0.12%
13,361
-760
116
$289K 0.11%
3,874
117
$282K 0.11%
5,811
118
$280K 0.11%
1,059
-55
119
$279K 0.11%
+2,790
120
$277K 0.11%
660
-400
121
$276K 0.11%
4,227
-29
122
$270K 0.11%
527
123
$264K 0.1%
8,594
+1,761
124
$264K 0.1%
3,371
-38
125
$262K 0.1%
625
3 4
5
6 7