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
101
$545K 0.25%
3,271
+84
102
$531K 0.24%
4,542
+649
103
$525K 0.24%
8,110
-110
104
$495K 0.22%
8,341
105
$488K 0.22%
+30,877
106
$487K 0.22%
576
+44
107
$485K 0.22%
10,892
+1,169
108
$482K 0.22%
3,687
-3,000
109
$482K 0.22%
6,653
-835
110
$473K 0.21%
6,169
+315
111
$472K 0.21%
6,014
+191
112
$469K 0.21%
+4,433
113
$442K 0.2%
2,340
-100
114
$435K 0.2%
8,082
-2,566
115
$427K 0.19%
22,987
+1,798
116
$422K 0.19%
2,023
+331
117
$406K 0.18%
25,994
+7,700
118
$405K 0.18%
2,880
-28
119
$404K 0.18%
1,193
-90
120
$398K 0.18%
6,877
+243
121
$395K 0.18%
1,476
-2
122
$394K 0.18%
1,500
+384
123
$385K 0.17%
576
-8
124
$384K 0.17%
20,244
+6
125
$379K 0.17%
575
3 4
5
6 7