MIM

Moseley Investment Management Portfolio holdings

AUM $324M
1-Year Est. Return 21.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$1.77M
3
+$1.02M
4
WM icon
Waste Management
WM
+$781K
5
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$747K

Top Sells

1
+$1.05M
2
+$966K
3
+$469K
4
UNH icon
UnitedHealth
UNH
+$248K
5
KMB icon
Kimberly-Clark
KMB
+$220K

Sector Composition

1 Technology 21.45%
2 Financials 12.92%
3 Consumer Discretionary 9.95%
4 Industrials 7.2%
5 Communication Services 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$441K 0.15%
290
+16
102
$434K 0.15%
9,070
-987
103
$424K 0.15%
3,674
+100
104
$422K 0.15%
530
+1
105
$422K 0.15%
4,591
-846
106
$416K 0.14%
5,257
-678
107
$412K 0.14%
2,126
+28
108
$401K 0.14%
+2,190
109
$401K 0.14%
10,065
-472
110
$393K 0.14%
1,290
-497
111
$393K 0.14%
16,476
112
$389K 0.13%
2,211
113
$387K 0.13%
1,329
-256
114
$362K 0.12%
7,262
+281
115
$335K 0.12%
625
116
$335K 0.12%
+12,116
117
$331K 0.11%
6,766
+2
118
$322K 0.11%
2,211
+24
119
$321K 0.11%
5,811
120
$316K 0.11%
4,249
+22
121
$297K 0.1%
1,313
122
$295K 0.1%
+1,506
123
$292K 0.1%
2,790
124
$291K 0.1%
660
125
$290K 0.1%
6,121
+6
3 4
5
6 7