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
$140M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$767K
3
+$704K
4
CRWD icon
CrowdStrike
CRWD
+$575K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$537K

Top Sells

1
+$680K
2
+$586K
3
+$424K
4
CME icon
CME Group
CME
+$399K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$344K

Sector Composition

1 Technology 30.13%
2 Consumer Discretionary 9.27%
3 Healthcare 8.35%
4 Financials 7.65%
5 Communication Services 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$219K 0.16%
+911
127
$216K 0.15%
1,856
-232
128
$215K 0.15%
+1,290
129
$214K 0.15%
+282
130
$211K 0.15%
2,670
-1,057
131
$208K 0.15%
5,175
-4
132
$203K 0.14%
2,487
133
$200K 0.14%
1,800
-771
134
$199K 0.14%
12,620
-9,234
135
$122K 0.09%
4,280
136
– –
-10,183
137
– –
-185
138
– –
-2,455
139
– –
-10,625
140
– –
-48,000
141
– –
-4,866
142
– –
-1,215
143
– –
-7,249
2 3 4 5
6