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1M

1248 Management Portfolio holdings

AUM $216M
1-Year Est. Return 12.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
-$93.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$955K
3
+$816K
4
CDNS icon
Cadence Design Systems
CDNS
+$701K
5
TEL icon
TE Connectivity
TEL
+$664K

Top Sells

1
+$10.6M
2
+$10.5M
3
+$9.14M
4
AMZN icon
Amazon
AMZN
+$8.79M
5
MSFT icon
Microsoft
MSFT
+$7.25M

Sector Composition

1 Financials 36%
2 Technology 29.15%
3 Consumer Discretionary 9.28%
4 Communication Services 8.85%
5 Healthcare 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$638K 0.36%
4,150
-1,027
52
$624K 0.35%
3,551
-1,430
53
$619K 0.35%
2,208
+1,943
54
$618K 0.35%
5,958
-2,418
55
$606K 0.34%
8,986
-3,605
56
$582K 0.33%
1,195
-479
57
$550K 0.31%
4,046
58
$549K 0.31%
3,942
-1,585
59
$541K 0.31%
3,166
+2,926
60
$524K 0.3%
3,377
-12,418
61
$507K 0.29%
1,425
-1,794
62
$502K 0.28%
1,281
-514
63
$498K 0.28%
4,819
-1,925
64
$414K 0.23%
6,572
-2,619
65
$399K 0.23%
+1,494
66
$384K 0.22%
26,175
67
$367K 0.21%
9,811
-3,983
68
$349K 0.2%
3,947
69
$342K 0.19%
697
70
$320K 0.18%
3,822
71
$318K 0.18%
784
72
$306K 0.17%
2,970
+1
73
$293K 0.17%
515
74
$270K 0.15%
958
75
$238K 0.13%
4,600
1 2
3
4 5