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
1
$15.5M 7.05%
87,420
+9,275
2
$7.62M 3.46%
45,720
+1,120
3
$7.23M 3.29%
21,510
-892
4
$6.85M 3.11%
95,505
-6,101
5
$4.97M 2.26%
34,320
-2,240
6
$4.36M 1.98%
14,579
+1,287
7
$4.25M 1.93%
144,460
-11,070
8
$4.06M 1.85%
9,789
-15
9
$3.74M 1.7%
40,026
+1,660
10
$3.69M 1.68%
42,131
+2,573
11
$3.6M 1.64%
+8
12
$3.56M 1.62%
44,072
+1,756
13
$3.47M 1.57%
20,053
+100
14
$3.38M 1.54%
18,512
+263
15
$3.37M 1.53%
9,570
-348
16
$3.14M 1.43%
62,801
+5,238
17
$2.94M 1.34%
16,941
-292
18
$2.85M 1.3%
26,534
+1,045
19
$2.73M 1.24%
55,950
+23,173
20
$2.67M 1.21%
15,608
+516
21
$2.61M 1.18%
47,453
-1,524
22
$2.6M 1.18%
5,674
-160
23
$2.6M 1.18%
52,783
-1,488
24
$2.54M 1.15%
14,763
+4,411
25
$2.48M 1.13%
15,655
-158
1
2 3 4 5