1M
1248 Management Portfolio holdings
AUM
$271M
1 Year Est. Return
–
AUM
$234M
AUM Growth
+$1.82M
(+0.78%)
Holding
172
Top Buys
| 1 | +$10.7M | |
| 2 | +$8.4M | |
| 3 | +$3.52M | |
| 4 |
NVIDIA
NVDA
|
+$2.24M |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$1.66M |
Top Sells
| 1 | +$4.88M | |
| 2 | +$2.24M | |
| 3 | +$2.2M | |
| 4 |
UnitedHealth
UNH
|
+$1.5M |
| 5 |
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
United Parcel Service
UPS
$73.8B
| $904K | 0.39% |
8,218
+6,400
|
|
||
52
Procter & Gamble
PG
$356B
| $882K | 0.38% |
5,177
+214
|
|
||
53
TJX Companies
TJX
$160B
| $875K | 0.37% |
7,185
-1,017
|
|
||
54
Vertex Pharmaceuticals
VRTX
$109B
| $870K | 0.37% |
1,795
-270
|
|
||
55
NextEra Energy
NEE
$171B
| $857K | 0.37% |
12,096
+1,358
|
|
||
56
Albemarle
ALB
$10.7B
| $851K | 0.36% |
11,800
+8,574
|
|
||
57
S&P Global
SPGI
$148B
| $851K | 0.36% |
+1,674
|
|
||
58
Microchip Technology
MCHP
$34.8B
| $850K | 0.36% |
17,561
+8,832
|
|
||
59
Lowe's Companies
LOW
$138B
| $846K | 0.36% |
3,627
-495
|
|
||
60
American Water Works
AWK
$28.1B
| $829K | 0.35% |
5,622
-832
|
|
||
61
Planet Fitness
PLNT
$8.1B
| $809K | 0.35% |
+8,376
|
|
||
62
Arista Networks
ANET
$184B
| $809K | 0.35% |
10,438
-6,322
|
|
||
63
Xylem
XYL
$35.8B
| $768K | 0.33% |
6,433
-942
|
|
||
64
Eaton
ETN
$145B
| $733K | 0.31% |
2,695
-1,747
|
|
||
65
PepsiCo
PEP
$209B
| $689K | 0.29% |
4,598
-539
|
|
||
66
Kroger
KR
$45.5B
| $631K | 0.27% |
+9,326
|
|
||
67
Tesla
TSLA
$1.46T
| $599K | 0.26% |
2,311
+195
|
|
||
68
Sanofi
SNY
$122B
| $518K | 0.22% |
+9,344
|
|
||
69
Phillips 66
PSX
$53.1B
| $500K | 0.21% |
4,046
+536
|
|
||
70
DraftKings
DKNG
$17.2B
| $458K | 0.2% |
13,794
-2,091
|
|
||
71
Atlassian
TEAM
$44.4B
| $413K | 0.18% |
+1,948
|
|
||
72
Rivian
RIVN
$15.7B
| $326K | 0.14% |
26,175
|
|
||
73
Amgen
AMGN
$162B
| $318K | 0.14% |
+1,021
|
|
||
74
Freeport-McMoran
FCX
$58.6B
| $314K | 0.13% |
8,286
-1,256
|
|
||
75
Home Depot
HD
$387B
| $308K | 0.13% |
+840
|
|