MIM
Moseley Investment Management Portfolio holdings
AUM
$290M
This Quarter Return
+8.49%
1 Year Return
+24.06%
3 Year Return
+110.15%
5 Year Return
+151.05%
10 Year Return
–
AUM
$220M
AUM Growth
+$220M
(+9.8%)
Cap. Flow
+$10.7M
Cap. Flow
% of AUM
4.89%
Top 10 Holdings %
Top 10 Hldgs %
28.38%
Holding
182
New
12
Increased
86
Reduced
63
Closed
5
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$3.61M |
| 2 |
Apple
AAPL
|
$1.65M |
| 3 |
Liberty Broadband Class C
LBRDK
|
$1.2M |
| 4 |
Brookfield
BN
|
$1.13M |
| 5 |
CarMax
KMX
|
$911K |
Top Sells
| 1 |
Vanguard Total World Bond ETF
BNDW
|
$3.3M |
| 2 |
Bandwidth Inc
BAND
|
$438K |
| 3 |
PayPal
PYPL
|
$425K |
| 4 |
Direxion Daily Financial Bull 3x Shares
FAS
|
$392K |
| 5 |
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% |
