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
76
$782K 0.36%
12,684
+5,400
77
$753K 0.34%
8,206
+148
78
$744K 0.34%
20,456
+12,302
79
$741K 0.34%
1,570
80
$727K 0.33%
303
-3
81
$726K 0.33%
2,020
+19
82
$723K 0.33%
2,797
+4
83
$716K 0.33%
4,189
+161
84
$662K 0.3%
+24,280
85
$662K 0.3%
1,881
-110
86
$661K 0.3%
11,315
-138
87
$632K 0.29%
28,769
+16,849
88
$619K 0.28%
4,710
-542
89
$612K 0.28%
2,533
+103
90
$610K 0.28%
2,394
-206
91
$607K 0.28%
12,591
+387
92
$606K 0.28%
1,523
-4
93
$594K 0.27%
11,811
+144
94
$588K 0.27%
8,569
-19
95
$580K 0.26%
8,641
+882
96
$579K 0.26%
3,476
+183
97
$579K 0.26%
1,612
-4
98
$568K 0.26%
2,056
99
$561K 0.25%
3,483
+467
100
$556K 0.25%
7,087
-42,054