1M

1248 Management Portfolio holdings

AUM $271M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$19.4M
3
+$18.1M
4
MSFT icon
Microsoft
MSFT
+$13.9M
5
JPM icon
JPMorgan Chase
JPM
+$10.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 24.96%
2 Technology 20.89%
3 Consumer Discretionary 12.66%
4 Communication Services 9.63%
5 Healthcare 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.66%
+3,019
27
$1.51M 0.65%
+1,951
28
$1.47M 0.64%
+4,442
29
$1.43M 0.62%
+2,032
30
$1.41M 0.61%
+1,380
31
$1.41M 0.61%
+14,160
32
$1.37M 0.59%
+7,536
33
$1.35M 0.58%
+2,786
34
$1.33M 0.57%
+5,759
35
$1.31M 0.57%
+410
36
$1.27M 0.55%
+256
37
$1.27M 0.55%
+3,322
38
$1.25M 0.54%
+4,865
39
$1.22M 0.53%
+16,498
40
$1.21M 0.52%
+6,823
41
$1.17M 0.51%
+24,700
42
$1.15M 0.5%
+5,230
43
$1.15M 0.49%
+2,006
44
$1.14M 0.49%
+5,012
45
$1.08M 0.47%
+5,107
46
$1.07M 0.46%
+4,687
47
$1.06M 0.46%
+1,677
48
$1.04M 0.45%
+8,569
49
$1.02M 0.44%
+4,122
50
$1,000K 0.43%
+8,837
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