MIM
Moseley Investment Management Portfolio holdings
AUM $256M
AUM
$256M
AUM Growth
-$491K (-0.2%)
Cap. Flow
+$13.9M
Cap. Flow % of AUM
5.45%
Top 10 Holdings %Top 10 Hldgs %
39.47%
Holding
156
New
7
Increased
70
Reduced
52
Closed
5
Top Buys
| 1 | $10.4M | |
| 2 | $1.23M | |
| 3 | $867K | |
| 4 | $840K | |
| 5 | $753K |
Top Sells
| 1 | $2.8M | |
| 2 | $1.8M | |
| 3 | $265K | |
| 4 | $186K | |
| 5 | $168K |
Sector Composition
| 1 | Technology | 19.12% |
| 2 | Financials | 14.32% |
| 3 | Consumer Discretionary | 9.88% |
| 4 | Communication Services | 6.36% |
| 5 | Industrials | 6% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $40.1K | 0.02% | 24,153 | – | – | |||
| $0 | 0% | 0 -12,000 | Closed | – | |||
| $0 | 0% | 0 -10,189 | Closed | – | |||
| $0 | 0% | 0 -1,039 | Closed | – | |||
| $0 | 0% | 0 -341 | Closed | – | |||
| $0 | 0% | 0 -1,425 | Closed | – |
