MIM
Moseley Investment Management Portfolio holdings
AUM
$329M
1-Year Est. Return
26.56%
1 Year Est. Return
+26.56%
AUM
$329M
AUM Growth
+$38.4M
(+13%)
Holding
179
Top Buys
| 1 | +$3.56M | |
| 2 | +$3.05M | |
| 3 | +$1.79M | |
| 4 |
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
|
+$1.57M |
| 5 |
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
|
+$760K |
Top Sells
| 1 | +$780K | |
| 2 | +$482K | |
| 3 | +$254K | |
| 4 |
Deere & Co
DE
|
+$240K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Opko Health
OPK
$1.04B
| $39K | 0.01% |
25,153
+1,000
|
|
||
177
Abbott
ABT
$218B
| – | – |
-1,479
|
|
||
|
178
Adobe
ADBE
$138B
| – | – |
-551
|
|
||
|
179
Deere & Co
DE
$131B
| – | – |
-471
|
|