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
151
$245K 0.07%
2,900
152
$244K 0.07%
4,982
+2,179
153
$242K 0.07%
3,539
-255
154
$241K 0.07%
1,010
155
$239K 0.07%
2,848
156
$239K 0.07%
4,870
157
$238K 0.07%
+3,873
158
$235K 0.07%
1,447
-28
159
$231K 0.07%
1,221
160
$230K 0.07%
1,862
+114
161
$228K 0.07%
341
162
$226K 0.07%
4,685
163
$221K 0.07%
2,117
164
$219K 0.07%
+1,311
165
$217K 0.07%
2,714
-245
166
$215K 0.07%
+2,815
167
$213K 0.06%
9,439
168
$212K 0.06%
+695
169
$212K 0.06%
+3,611
170
$208K 0.06%
+625
171
$206K 0.06%
+425
172
$205K 0.06%
+3,110
173
$205K 0.06%
990
-3
174
$203K 0.06%
2,578
-699
175
$201K 0.06%
+1,800
4 5 6
7
8