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
51
$1.37M 0.62%
10,107
+106
52
$1.35M 0.61%
5,537
-5
53
$1.31M 0.59%
7,994
-211
54
$1.29M 0.58%
9,957
+623
55
$1.23M 0.56%
3,821
-8
56
$1.21M 0.55%
899
+16
57
$1.2M 0.54%
2,107
+67
58
$1.19M 0.54%
5,828
-37
59
$1.11M 0.51%
4,767
-63
60
$1.1M 0.5%
4,193
+81
61
$1.09M 0.5%
5,054
+239
62
$1.06M 0.48%
4,144
+25
63
$1M 0.45%
8,521
+746
64
$973K 0.44%
4,348
-14
65
$946K 0.43%
9,145
+233
66
$945K 0.43%
5,168
+208
67
$925K 0.42%
1,630
+34
68
$923K 0.42%
6,380
+180
69
$898K 0.41%
3,560
-8
70
$871K 0.4%
5,550
+45
71
$871K 0.4%
1,284
+1
72
$856K 0.39%
5,618
+1,473
73
$811K 0.37%
9,498
+142
74
$792K 0.36%
3,932
+125
75
$788K 0.36%
43,295
-5,123
1 2
3
4 5