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
51
$904K 0.39%
8,218
+6,400
52
$882K 0.38%
5,177
+214
53
$875K 0.37%
7,185
-1,017
54
$870K 0.37%
1,795
-270
55
$857K 0.37%
12,096
+1,358
56
$851K 0.36%
11,800
+8,574
57
$851K 0.36%
+1,674
58
$850K 0.36%
17,561
+8,832
59
$846K 0.36%
3,627
-495
60
$829K 0.35%
5,622
-832
61
$809K 0.35%
+8,376
62
$809K 0.35%
10,438
-6,322
63
$768K 0.33%
6,433
-942
64
$733K 0.31%
2,695
-1,747
65
$689K 0.29%
4,598
-539
66
$631K 0.27%
+9,326
67
$599K 0.26%
2,311
+195
68
$518K 0.22%
+9,344
69
$500K 0.21%
4,046
+536
70
$458K 0.2%
13,794
-2,091
71
$413K 0.18%
+1,948
72
$326K 0.14%
26,175
73
$318K 0.14%
+1,021
74
$314K 0.13%
8,286
-1,256
75
$308K 0.13%
+840
1 2
3
4 5