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
$234M
AUM Growth
+$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12M
3
+$4.1M
4
NVDA icon
NVIDIA
NVDA
+$2.62M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.63M

Top Sells

1
+$4.88M
2
+$2.49M
3
+$2.24M
4
UNH icon
UnitedHealth
UNH
+$1.46M
5
RCL icon
Royal Caribbean
RCL
+$1.32M

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
76
$299K 0.13%
+3,947
77
$282K 0.12%
+515
78
$261K 0.11%
+2,969
79
$246K 0.11%
+697
80
$232K 0.1%
+9,001
81
$211K 0.09%
+453
82
$203K 0.09%
+543
83
$186K 0.08%
+553
84
$173K 0.07%
+348
85
$169K 0.07%
+1,250
86
$168K 0.07%
+592
87
$153K 0.07%
+1,649
88
$125K 0.05%
+492
89
$118K 0.05%
+1,009
90
$109K 0.05%
+205
91
$102K 0.04%
+326
92
$101K 0.04%
+150
93
$95.7K 0.04%
+1,600
94
$83.8K 0.04%
+1,892
95
$80.7K 0.03%
+480
96
$80.7K 0.03%
154
-2,865
97
$80.3K 0.03%
+447
98
$71.6K 0.03%
+587
99
$71.2K 0.03%
+2,495
100
$62.7K 0.03%
+284
2 3
4
5 6