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
$201M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$717K
3
+$633K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$571K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$553K

Top Sells

1
+$396K
2
+$320K
3
+$289K
4
DE icon
Deere & Co
DE
+$266K
5
KMB icon
Kimberly-Clark
KMB
+$239K

Sector Composition

1 Technology 25.99%
2 Consumer Discretionary 11.97%
3 Financials 10.47%
4 Healthcare 8.34%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$244K 0.12%
5,811
127
$235K 0.12%
3,224
128
$233K 0.12%
3,008
+3
129
$228K 0.11%
5,599
-190
130
$226K 0.11%
5,956
-1,163
131
$224K 0.11%
30,680
+4,021
132
$223K 0.11%
+1,404
133
$222K 0.11%
2,942
134
$217K 0.11%
+6,729
135
$214K 0.11%
1,739
136
$214K 0.11%
3,020
-4,090
137
$213K 0.11%
1,740
-700
138
$213K 0.11%
4,234
-573
139
$212K 0.11%
+1,639
140
$211K 0.1%
1,645
-887
141
$211K 0.1%
3,740
142
$210K 0.1%
1,851
-95
143
$207K 0.1%
+2,000
144
$207K 0.1%
1,010
145
$204K 0.1%
+2,646
146
$200K 0.1%
+5,400
147
$41K 0.02%
+34,153
148
$29.6K 0.01%
12,000
149
– –
-933
150
– –
-735
3 4 5
6
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