MIM
Moseley Investment Management Portfolio holdings
AUM
$290M
This Quarter Return
+12.39%
1 Year Return
+24.06%
3 Year Return
+110.15%
5 Year Return
+151.05%
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+10%)
Cap. Flow
+$1.94M
Cap. Flow
% of AUM
1.26%
Top 10 Holdings %
Top 10 Hldgs %
35.42%
Holding
149
New
6
Increased
77
Reduced
38
Closed
8
Top Buys
| 1 |
Costco
COST
|
$478K |
| 2 |
Sea Limited
SE
|
$338K |
| 3 |
Tesla
TSLA
|
$295K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$276K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$264K |
Top Sells
| 1 |
Valero Energy
VLO
|
$610K |
| 2 |
IBM
IBM
|
$411K |
| 3 |
NVIDIA
NVDA
|
$408K |
| 4 |
Enphase Energy
ENPH
|
$227K |
| 5 |
Innovative Industrial Properties
IIPR
|
$221K |
Sector Composition
| 1 | Technology | 22.56% |
| 2 | Financials | 13% |
| 3 | Consumer Discretionary | 11.66% |
| 4 | Healthcare | 8.17% |
| 5 | Industrials | 7.02% |
