MIM

Moseley Investment Management Portfolio holdings

AUM $290M
1-Year Est. Return 24.06%
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
-$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.52M
3
+$826K
4
BAND icon
Bandwidth Inc
BAND
+$789K
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$686K

Top Sells

1
+$4.14M
2
+$2.52M
3
+$2.09M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$474K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$410K

Sector Composition

1 Technology 25.17%
2 Consumer Discretionary 12.14%
3 Financials 10.73%
4 Healthcare 8.29%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$250K 0.15%
2,167
+18
127
$243K 0.15%
3,230
-6,313
128
$241K 0.14%
30,164
+4,091
129
$238K 0.14%
3,292
-5,667
130
$237K 0.14%
1,964
131
$230K 0.14%
2,215
132
$221K 0.13%
14,746
-2,006
133
$220K 0.13%
+2,355
134
$219K 0.13%
3,224
-175
135
$214K 0.13%
7,810
-1,277
136
$212K 0.13%
1,666
137
$208K 0.12%
1,877
+143
138
$203K 0.12%
+3,776
139
$203K 0.12%
5,204
+94
140
$200K 0.12%
+2,000
141
$32.6K 0.02%
12,000
142
$26.9K 0.02%
1,833
143
– –
-1,225
144
– –
-1,905
145
– –
-3,695
146
– –
-3,878
147
– –
-2,034
148
– –
-8
149
– –
-1,238
150
– –
-5,048
3 4 5
6
7