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
-$491K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.23M
3
+$867K
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$840K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$753K

Top Sells

1
+$2.8M
2
+$1.8M
3
+$282K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$265K
5
ITW icon
Illinois Tool Works
ITW
+$263K

Sector Composition

1 Technology 19.12%
2 Financials 14.32%
3 Consumer Discretionary 9.88%
4 Communication Services 6.36%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$257K 0.1%
3,199
-15
127
$255K 0.1%
6,115
+6
128
$252K 0.1%
1,086
-136
129
$251K 0.1%
4,208
+2
130
$246K 0.1%
2,098
+299
131
$246K 0.1%
3,987
+480
132
$245K 0.1%
1,010
133
$237K 0.09%
3,761
+33
134
$233K 0.09%
2,953
-313
135
$229K 0.09%
5,413
-408
136
$226K 0.09%
+993
137
$221K 0.09%
+470
138
$220K 0.09%
1,546
-2
139
$220K 0.09%
1,838
+21
140
$219K 0.09%
2,848
141
$218K 0.09%
569
-70
142
$218K 0.09%
1,313
-198
143
$215K 0.08%
+1,358
144
$215K 0.08%
1,363
+27
145
$213K 0.08%
+1,743
146
$210K 0.08%
421
+8
147
$210K 0.08%
2,900
-600
148
$209K 0.08%
1,221
-10
149
$207K 0.08%
665
150
$206K 0.08%
+2,000
3 4 5
6
7