MIM

Moseley Investment Management Portfolio holdings

AUM $324M
1-Year Est. Return 21.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.6%
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
+$7.17M
2
+$6.2M
3
+$3M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$1.93M
5
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$1.82M

Top Sells

1
+$1.03M
2
+$477K
3
+$358K
4
PFE icon
Pfizer
PFE
+$352K
5
TSLA icon
Tesla
TSLA
+$269K

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