MIM

Moseley Investment Management Portfolio holdings

AUM $314M
1-Year Est. Return 22.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.04M
3
+$1.78M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.55M
5
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$754K

Top Sells

1
+$779K
2
+$428K
3
+$259K
4
DE icon
Deere & Co
DE
+$240K
5
ADBE icon
Adobe
ADBE
+$213K

Sector Composition

1 Technology 21.68%
2 Financials 12.19%
3 Consumer Discretionary 9.77%
4 Communication Services 7.16%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$502K 0.15%
5,931
-11
102
$482K 0.15%
11,009
+944
103
$470K 0.14%
4,209
-109
104
$455K 0.14%
345
+55
105
$454K 0.14%
1,332
+3
106
$449K 0.14%
2,211
107
$429K 0.13%
1,362
+380
108
$426K 0.13%
2,176
+50
109
$424K 0.13%
16,476
110
$413K 0.13%
527
-3
111
$408K 0.12%
4,865
-392
112
$404K 0.12%
+562
113
$399K 0.12%
625
114
$399K 0.12%
8,280
-790
115
$382K 0.12%
7,321
+59
116
$379K 0.12%
+12,020
117
$372K 0.11%
1,331
+18
118
$369K 0.11%
12,116
119
$359K 0.11%
1,953
-218
120
$350K 0.11%
1,631
+125
121
$349K 0.11%
3,682
-909
122
$339K 0.1%
350
+20
123
$331K 0.1%
5,811
124
$331K 0.1%
930
-360
125
$322K 0.1%
529
3 4
5
6 7