MIM
Moseley Investment Management Portfolio holdings
AUM
$314M
1-Year Est. Return
22.17%
This Fund
S&P 500
1 Year Est. Return
+22.17%
AUM
$324M
AUM Growth
-$5.01M
(-1.5%)
Holding
181
Top Buys
| 1 | +$10.5M | |
| 2 | +$1.54M | |
| 3 | +$1.18M | |
| 4 |
Duke Energy
DUK
|
+$963K |
| 5 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$610K |
Top Sells
| 1 | +$14.2M | |
| 2 | +$811K | |
| 3 | +$785K | |
| 4 |
Apple
AAPL
|
+$573K |
| 5 |
Microsoft
MSFT
|
+$561K |
Sector Composition
| 1 | Technology | 21.34% |
| 2 | Financials | 12.01% |
| 3 | Consumer Discretionary | 9.54% |
| 4 | Communication Services | 7.43% |
| 5 | Industrials | 6.41% |
