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
126
$376K 0.17%
5,246
-22
127
$371K 0.17%
1,394
-4
128
$369K 0.17%
3,182
+2
129
$368K 0.17%
402
130
$365K 0.17%
5,324
-31
131
$361K 0.16%
975
+1
132
$361K 0.16%
9,157
+299
133
$360K 0.16%
931
134
$354K 0.16%
855
+5
135
$342K 0.16%
721
-20
136
$342K 0.16%
681
137
$338K 0.15%
5,524
-65
138
$334K 0.15%
3,963
+21
139
$325K 0.15%
5,307
140
$324K 0.15%
1,717
141
$323K 0.15%
12,100
-3,451
142
$301K 0.14%
1,029
143
$300K 0.14%
7,013
-3,460
144
$299K 0.14%
2,439
145
$298K 0.14%
2,971
146
$297K 0.14%
8,053
+204
147
$296K 0.13%
3,569
148
$294K 0.13%
1,600
-38
149
$289K 0.13%
2,863
150
$287K 0.13%
1,954
4 5
6
7 8