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
$180M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$727K
3
+$392K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$388K
5
LLY icon
Eli Lilly
LLY
+$303K

Top Sells

1
+$1.39M
2
+$1.08M
3
+$839K
4
BAND icon
Bandwidth Inc
BAND
+$789K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$752K

Sector Composition

1 Technology 25.51%
2 Consumer Discretionary 12.48%
3 Financials 10.66%
4 Healthcare 8.38%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$243K 0.14%
+2,916
127
$243K 0.13%
1,783
-311
128
$240K 0.13%
7,119
-691
129
$239K 0.13%
1,964
130
$233K 0.13%
+5,811
131
$233K 0.13%
4,807
-1,711
132
$233K 0.13%
3,224
133
$233K 0.13%
3,005
-225
134
$228K 0.13%
+5,789
135
$225K 0.12%
2,942
-350
136
$224K 0.12%
+2,951
137
$221K 0.12%
+1,235
138
$217K 0.12%
12,946
-1,800
139
$216K 0.12%
+423
140
$214K 0.12%
+1,946
141
$208K 0.12%
+1,010
142
$206K 0.11%
+2,731
143
$204K 0.11%
1,739
-700
144
$201K 0.11%
+3,740
145
$201K 0.11%
+933
146
$201K 0.11%
+735
147
$34K 0.02%
12,000
148
$29.8K 0.02%
1,833
149
– –
-69,998
150
– –
-3,776
3 4 5
6
7