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
176
$39K 0.01%
25,153
+1,000
177
– –
-471
178
– –
-551
179
– –
-1,479
4 5 6 7
8