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
$256M
AUM Growth
+$5.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$895K
3
+$517K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$451K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$446K

Top Sells

1
+$2.4M
2
+$1.46M
3
+$786K
4
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$694K
5
NEE icon
NextEra Energy
NEE
+$420K

Sector Composition

1 Technology 23.99%
2 Consumer Discretionary 11.63%
3 Financials 9.72%
4 Communication Services 6.87%
5 Industrials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 6.81%
69,675
-3,139
2
$15.9M 6.19%
679,833
+19,144
3
$11.3M 4.39%
83,815
-17,850
4
$10.3M 4.01%
46,816
-637
5
$10.2M 3.99%
44,125
-389
6
$9.76M 3.81%
23,149
-960
7
$9.57M 3.74%
21,118
+321
8
$8.6M 3.36%
45,432
+5,718
9
$8.33M 3.25%
380,302
+15,382
10
$8.28M 3.23%
20,514
-3,620
11
$6.91M 2.7%
20,833
+1,558
12
$6.14M 2.4%
255,272
+15,404
13
$4.91M 1.92%
25,072
+4,568
14
$4.7M 1.83%
12,082
+84
15
$4.46M 1.74%
18,590
+205
16
$3.7M 1.44%
51,590
-5,860
17
$3.57M 1.39%
175,467
+11,167
18
$2.81M 1.1%
3,635
-28
19
$2.69M 1.05%
9,299
+584
20
$2.69M 1.05%
17,662
-627
21
$2.64M 1.03%
5,433
+100
22
$2.63M 1.03%
17,111
-611
23
$2.49M 0.97%
4,254
+11
24
$2.36M 0.92%
2,648
+170
25
$2.18M 0.85%
2,377
-13
1
2 3 4 5