MIM
Moseley Investment Management Portfolio holdings
AUM
$290M
This Quarter Return
-1.42%
1 Year Return
+24.06%
3 Year Return
+110.15%
5 Year Return
+151.05%
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(-1.5%)
Cap. Flow
+$4.17M
Cap. Flow
% of AUM
2.08%
Top 10 Holdings %
Top 10 Hldgs %
28.34%
Holding
181
New
5
Increased
79
Reduced
51
Closed
11
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.43M |
| 2 |
Direxion Daily Financial Bull 3x Shares
FAS
|
$807K |
| 3 |
PayPal
PYPL
|
$776K |
| 4 |
Airbnb
ABNB
|
$570K |
| 5 |
Blackstone
BX
|
$467K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$1.26M |
| 2 |
Vanguard Total World Bond ETF
BNDW
|
$814K |
| 3 |
Bandwidth Inc
BAND
|
$586K |
| 4 |
Uber
UBER
|
$287K |
| 5 |
Applied Materials
AMAT
|
$285K |
Sector Composition
| 1 | Technology | 25.36% |
| 2 | Consumer Discretionary | 10.02% |
| 3 | Financials | 9.44% |
| 4 | Communication Services | 8.42% |
| 5 | Healthcare | 7.29% |
