MIM

Moseley Investment Management Portfolio holdings

AUM $314M
1-Year Est. Return 22.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.04M
3
+$1.78M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.55M
5
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$754K

Top Sells

1
+$779K
2
+$428K
3
+$259K
4
DE icon
Deere & Co
DE
+$240K
5
ADBE icon
Adobe
ADBE
+$213K

Sector Composition

1 Technology 21.68%
2 Financials 12.19%
3 Consumer Discretionary 9.77%
4 Communication Services 7.16%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$316K 0.1%
6,124
+3
127
$309K 0.09%
11,664
-500
128
$306K 0.09%
660
129
$304K 0.09%
2,000
130
$300K 0.09%
+913
131
$289K 0.09%
+1,027
132
$286K 0.09%
11,225
+1
133
$286K 0.09%
1,942
+102
134
$286K 0.09%
3,761
135
$285K 0.09%
4,249
136
$281K 0.09%
2,219
+8
137
$280K 0.09%
756
+181
138
$274K 0.08%
920
139
$271K 0.08%
5,771
-995
140
$266K 0.08%
+13,775
141
$264K 0.08%
8,363
+436
142
$263K 0.08%
1,347
-31
143
$263K 0.08%
2,684
+187
144
$262K 0.08%
3,561
-313
145
$259K 0.08%
2,832
146
$254K 0.08%
+3,782
147
$253K 0.08%
973
-28
148
$252K 0.08%
3,784
+28
149
$249K 0.08%
2,790
150
$246K 0.07%
1,425
4 5
6
7 8