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
151
$40.1K 0.02%
24,153
152
– –
-12,000
153
– –
-10,189
154
– –
-1,039
155
– –
-341
156
– –
-1,425
3 4 5 6
7