MIM

Moseley Investment Management Portfolio holdings

AUM $290M
1-Year Est. Return 24.06%
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$767K
3
+$704K
4
CRWD icon
CrowdStrike
CRWD
+$575K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$537K

Top Sells

1
+$680K
2
+$586K
3
+$424K
4
CME icon
CME Group
CME
+$399K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$344K

Sector Composition

1 Technology 30.13%
2 Consumer Discretionary 9.27%
3 Healthcare 8.35%
4 Financials 7.65%
5 Communication Services 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.8M 14.12%
113,645
-30
2
$7.01M 4.99%
60,524
-5,872
3
$6.84M 4.87%
43,440
-1,220
4
$4.23M 3.01%
20,095
-337
5
$3.88M 2.76%
47,374
+9,378
6
$3.27M 2.32%
15,336
-353
7
$2.67M 1.9%
36,500
-3,820
8
$2.36M 1.68%
8,496
+14
9
$2.33M 1.66%
24,956
+9,451
10
$2.21M 1.57%
21,657
-40
11
$2.1M 1.49%
6,743
-196
12
$2.05M 1.46%
29,508
-6,116
13
$2M 1.43%
33,691
-1,153
14
$1.87M 1.33%
12,589
+432
15
$1.82M 1.3%
15,489
-158
16
$1.8M 1.28%
133,080
-9,920
17
$1.79M 1.27%
35,894
+568
18
$1.72M 1.22%
4,484
+782
19
$1.63M 1.16%
11,768
+136
20
$1.61M 1.15%
8,196
-203
21
$1.6M 1.14%
5
22
$1.55M 1.1%
12,053
-337
23
$1.49M 1.06%
18,530
+1,959
24
$1.48M 1.05%
18,736
+3,020
25
$1.47M 1.04%
15,100
-1,150
1
2 3 4 5