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
151
$285K 0.13%
2,091
+2
152
$284K 0.13%
1,131
-98
153
$283K 0.13%
+647
154
$277K 0.13%
1,123
+1
155
$271K 0.12%
5,548
156
$270K 0.12%
2,302
-789
157
$264K 0.12%
8,909
+88
158
$264K 0.12%
1,691
159
$262K 0.12%
6,256
-1,029
160
$257K 0.12%
9,472
-384
161
$249K 0.11%
1,112
+46
162
$243K 0.11%
+2,163
163
$238K 0.11%
2,271
-146
164
$234K 0.11%
4,340
+322
165
$233K 0.11%
1,032
-46
166
$225K 0.1%
+8,718
167
$222K 0.1%
+1,010
168
$215K 0.1%
2,737
-278
169
$210K 0.1%
6,990
+10
170
$208K 0.09%
1,403
+32
171
$204K 0.09%
+2,000
172
$203K 0.09%
+5,400
173
$202K 0.09%
2,351
-158
174
$201K 0.09%
1,404
-114
175
$201K 0.09%
+1,196
4 5 6
7
8