MIM
Moseley Investment Management Portfolio holdings
AUM
$290M
This Quarter Return
+0.95%
1 Year Return
+24.06%
3 Year Return
+110.15%
5 Year Return
+151.05%
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(+4.9%)
Cap. Flow
+$8.73M
Cap. Flow
% of AUM
4.84%
Top 10 Holdings %
Top 10 Hldgs %
31.54%
Holding
167
New
17
Increased
85
Reduced
43
Closed
4
Top Buys
| 1 |
Palantir
PLTR
|
$1.06M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$967K |
| 3 |
Vanguard Extended Market ETF
VXF
|
$791K |
| 4 |
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
|
$603K |
| 5 |
S&P Global
SPGI
|
$554K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$904K |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$771K |
| 3 |
Invesco National AMT-Free Municipal Bond ETF
PZA
|
$617K |
| 4 |
Liberty Broadband Class C
LBRDK
|
$553K |
| 5 |
Visa
V
|
$539K |
Sector Composition
| 1 | Technology | 26.31% |
| 2 | Consumer Discretionary | 9.87% |
| 3 | Financials | 8.57% |
| 4 | Communication Services | 8.14% |
| 5 | Healthcare | 7.86% |
