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
51
$1.06M 0.39%
27,746
-583
52
$1.06M 0.39%
4,600
-728
53
$981K 0.36%
3,219
54
$972K 0.36%
9,634
+1,416
55
$972K 0.36%
4,444
56
$942K 0.35%
2,640
-55
57
$930K 0.34%
4,981
+29
58
$913K 0.34%
8,376
59
$903K 0.33%
12,591
+3,265
60
$883K 0.33%
1,674
61
$853K 0.32%
6,907
-278
62
$840K 0.31%
12,096
63
$825K 0.3%
5,177
64
$824K 0.3%
10,309
-3,856
65
$811K 0.3%
6,268
-165
66
$805K 0.3%
3,627
67
$799K 0.3%
1,795
68
$794K 0.29%
12,600
+800
69
$771K 0.28%
+6,744
70
$769K 0.28%
5,527
-95
71
$624K 0.23%
9,191
+9,069
72
$592K 0.22%
13,794
73
$590K 0.22%
2,485
-742
74
$483K 0.18%
4,046
75
$451K 0.17%
9,344
1 2
3
4 5