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
$220M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$3.6M
2 +$1.65M
3 +$1.2M
4
BN icon
Brookfield
BN
+$1.13M
5
KMX icon
CarMax
KMX
+$911K

Top Sells

1 +$3.3M
2 +$438K
3 +$425K
4
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$392K
5
NVDA icon
NVIDIA
NVDA
+$326K

Sector Composition

1 Technology 25.49%
2 Financials 11.36%
3 Consumer Discretionary 10.47%
4 Communication Services 8.19%
5 Healthcare 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.2M 1%
13,654
+7,456
27
$2.15M 0.98%
25,560
+10,023
28
$2.11M 0.96%
27,114
-2,403
29
$2.07M 0.94%
29,932
+771
30
$2.06M 0.94%
41,732
-6,043
31
$1.97M 0.9%
5,545
+399
32
$1.97M 0.89%
20,383
-697
33
$1.93M 0.88%
12,475
+318
34
$1.89M 0.86%
14,475
+6,999
35
$1.87M 0.85%
8,987
+740
36
$1.84M 0.84%
1,044
+497
37
$1.79M 0.81%
26,900
+1,300
38
$1.75M 0.8%
6,902
-8
39
$1.75M 0.8%
33,683
-2,185
40
$1.72M 0.78%
3,188
+1,201
41
$1.66M 0.75%
12,822
-180
42
$1.64M 0.74%
4,874
+12
43
$1.63M 0.74%
8,667
-2,256
44
$1.63M 0.74%
11,860
-180
45
$1.63M 0.74%
11,312
+250
46
$1.62M 0.73%
27,378
+174
47
$1.55M 0.7%
6,889
+1,277
48
$1.49M 0.68%
2,472
-70
49
$1.48M 0.67%
9,135
-398
50
$1.38M 0.63%
18,409
+683