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
$201M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$717K
3
+$633K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$571K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$553K

Top Sells

1
+$396K
2
+$320K
3
+$289K
4
DE icon
Deere & Co
DE
+$266K
5
KMB icon
Kimberly-Clark
KMB
+$239K

Sector Composition

1 Technology 25.99%
2 Consumer Discretionary 11.97%
3 Financials 10.47%
4 Healthcare 8.34%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 6.32%
74,214
-1,196
2
$10.3M 5.11%
24,479
-143
3
$9.98M 4.95%
110,400
+220
4
$8.7M 4.32%
48,212
+4,463
5
$8.6M 4.27%
20,457
+778
6
$7.15M 3.55%
307,736
+27,264
7
$6.55M 3.25%
20,937
-42
8
$6.19M 3.07%
46,700
+300
9
$6.01M 2.98%
39,812
+894
10
$4.57M 2.27%
11,911
-217
11
$4.44M 2.2%
25,234
+1,305
12
$3.61M 1.79%
18,009
+100
13
$3.26M 1.62%
17,831
-603
14
$3.24M 1.61%
50,760
+705
15
$3.04M 1.51%
17,376
+498
16
$3.03M 1.5%
3,890
+14
17
$2.96M 1.47%
17,500
-117
18
$2.42M 1.2%
15,327
-408
19
$2.38M 1.18%
13,966
-88
20
$2.34M 1.16%
5,143
-238
21
$2.05M 1.02%
11,381
+201
22
$2.03M 1.01%
3,875
-206
23
$2.02M 1%
4,156
+287
24
$2.02M 1%
6,295
+112
25
$1.97M 0.98%
2,683
+37
1
2 3 4 5