1M

1248 Management Portfolio holdings

AUM $177M
1-Year Est. Return 22.97%
This Quarter Est. Return
1 Year Est. Return
+22.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.4M
3
+$3.52M
4
NVDA icon
NVIDIA
NVDA
+$2.24M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.66M

Top Sells

1
+$4.88M
2
+$2.24M
3
+$2.2M
4
UNH icon
UnitedHealth
UNH
+$1.5M
5
RCL icon
Royal Caribbean
RCL
+$1.26M

Sector Composition

1 Financials 29.12%
2 Technology 22.17%
3 Consumer Discretionary 10.33%
4 Communication Services 8.3%
5 Healthcare 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.6%
1,771
-212
27
$1.36M 0.58%
356
-54
28
$1.28M 0.55%
14,165
+5
29
$1.27M 0.54%
6,067
-756
30
$1.26M 0.54%
5,328
+316
31
$1.25M 0.53%
+28,329
32
$1.2M 0.51%
16,498
33
$1.16M 0.5%
6,810
-726
34
$1.16M 0.49%
1,221
-159
35
$1.12M 0.48%
1,795
-237
36
$1.08M 0.46%
4,444
-663
37
$1.08M 0.46%
234
-22
38
$1.07M 0.46%
8,092
-745
39
$1.06M 0.45%
23,135
-1,565
40
$1.04M 0.45%
6,239
+4,726
41
$1.03M 0.44%
2,392
-394
42
$1.02M 0.44%
1,082
-875
43
$997K 0.43%
4,274
-591
44
$990K 0.42%
1,813
-193
45
$976K 0.42%
1,435
-242
46
$967K 0.41%
4,952
-845
47
$949K 0.41%
4,579
-3
48
$928K 0.4%
+3,219
49
$925K 0.4%
4,131
-556
50
$913K 0.39%
3,227
-95
1
2
3 4 5