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
$256M
AUM Growth
+$5.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$895K
3
+$517K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$451K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$446K

Top Sells

1
+$2.4M
2
+$1.46M
3
+$786K
4
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$694K
5
NEE icon
NextEra Energy
NEE
+$420K

Sector Composition

1 Technology 23.99%
2 Consumer Discretionary 11.63%
3 Financials 9.72%
4 Communication Services 6.87%
5 Industrials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$263K 0.1%
1,039
+13
127
$263K 0.1%
3,409
-537
128
$258K 0.1%
625
129
$257K 0.1%
1,222
-715
130
$255K 0.1%
3,266
+8
131
$249K 0.1%
1,236
132
$248K 0.1%
+1,799
133
$247K 0.1%
527
134
$247K 0.1%
1,336
+31
135
$238K 0.09%
4,206
-58
136
$237K 0.09%
3,728
137
$234K 0.09%
665
+11
138
$228K 0.09%
1,010
139
$221K 0.09%
+1,425
140
$216K 0.08%
2,848
141
$215K 0.08%
413
-10
142
$215K 0.08%
6,833
+7
143
$211K 0.08%
1,817
+15
144
$208K 0.08%
+3,507
145
$203K 0.08%
1,548
-10
146
$201K 0.08%
1,231
-25
147
$201K 0.08%
+341
148
$35.5K 0.01%
24,153
149
$23.8K 0.01%
12,000
150
– –
-1,773
3 4 5
6
7