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
$251M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.26M
3
+$3.03M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.97M
5
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$1.84M

Top Sells

1
+$1.06M
2
+$498K
3
+$353K
4
PFE icon
Pfizer
PFE
+$352K
5
TSLA icon
Tesla
TSLA
+$308K

Sector Composition

1 Technology 23.81%
2 Consumer Discretionary 10.73%
3 Financials 9.27%
4 Healthcare 6.78%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$269K 0.11%
5,879
-508
127
$267K 0.11%
1,540
+6
128
$264K 0.11%
33,536
+2,598
129
$262K 0.1%
423
-100
130
$259K 0.1%
3,258
+144
131
$257K 0.1%
1,236
+1
132
$256K 0.1%
+286
133
$245K 0.1%
2,060
134
$243K 0.1%
1,802
+143
135
$240K 0.1%
6,052
+84
136
$234K 0.09%
3,049
137
$232K 0.09%
1,211
-350
138
$231K 0.09%
+654
139
$229K 0.09%
2,831
140
$227K 0.09%
6,826
+191
141
$226K 0.09%
2,880
-62
142
$222K 0.09%
1,558
+14
143
$221K 0.09%
3,728
144
$219K 0.09%
+1,256
145
$218K 0.09%
2,848
-172
146
$217K 0.09%
+1,010
147
$209K 0.08%
2,366
-851
148
$202K 0.08%
+1,755
149
$202K 0.08%
+1,305
150
$202K 0.08%
+1,773
3 4 5
6
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