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
176
$57K 0.03%
12,000
-6,000
177
$42K 0.02%
+1,833
178
-3,380
179
-2,665
180
-2,677
181
-100,000