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
151
$201K 0.08%
+912
152
$36K 0.01%
24,153
-10,000
153
$21.6K 0.01%
12,000
154
– –
-1,567
155
– –
-5,515
156
– –
-12,595
157
– –
-1,645
3 4 5 6
7