MIM

Moseley Investment Management Portfolio holdings

AUM $290M
1-Year Est. Return 24.06%
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$727K
3
+$392K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$388K
5
LLY icon
Eli Lilly
LLY
+$303K

Top Sells

1
+$1.39M
2
+$1.08M
3
+$839K
4
BAND icon
Bandwidth Inc
BAND
+$789K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$752K

Sector Composition

1 Technology 25.51%
2 Consumer Discretionary 12.48%
3 Financials 10.66%
4 Healthcare 8.38%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-9,586
152
– –
-2,000
153
– –
-1,877
154
– –
-2,215
155
– –
-5,204
156
– –
-1,666
157
– –
-2,355
3 4 5 6
7