1M

1248 Management Portfolio holdings

AUM $187M
1-Year Est. Return 20.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.95M
3
+$2.06M
4
AAPL icon
Apple
AAPL
+$1.99M
5
CRM icon
Salesforce
CRM
+$1.31M

Top Sells

1
+$13.7M
2
+$6.75M
3
+$1.5M
4
NVDA icon
NVIDIA
NVDA
+$640K
5
PEP icon
PepsiCo
PEP
+$584K

Sector Composition

1 Financials 27.34%
2 Technology 24.18%
3 Consumer Discretionary 11.84%
4 Communication Services 8.18%
5 Healthcare 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.64%
6,239
27
$1.62M 0.6%
8,200
28
$1.52M 0.56%
1,954
+24
29
$1.4M 0.52%
5,110
+4,888
30
$1.39M 0.51%
6,810
31
$1.35M 0.5%
234
32
$1.35M 0.5%
1,795
33
$1.32M 0.49%
356
34
$1.3M 0.48%
13,895
-81,937
35
$1.29M 0.47%
1,435
36
$1.28M 0.47%
1,813
37
$1.28M 0.47%
1,221
38
$1.27M 0.47%
16,200
-298
39
$1.26M 0.47%
5,295
40
$1.25M 0.46%
2,444
+52
41
$1.23M 0.46%
2,331
+2,228
42
$1.22M 0.45%
23,135
43
$1.2M 0.44%
17,100
-461
44
$1.13M 0.42%
6,067
45
$1.11M 0.41%
4,274
46
$1.11M 0.41%
4,579
47
$1.1M 0.41%
8,092
48
$1.07M 0.4%
1,082
49
$1.07M 0.39%
10,438
50
$1.07M 0.39%
4,131
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