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
76
$396K 0.15%
1,948
77
$369K 0.14%
9,132
+131
78
$360K 0.13%
26,175
79
$355K 0.13%
697
80
$353K 0.13%
3,947
81
$290K 0.11%
2,969
82
$289K 0.11%
515
83
$287K 0.11%
784
-56
84
$267K 0.1%
958
-63
85
$243K 0.09%
789
+297
86
$242K 0.09%
553
87
$220K 0.08%
3,822
+1,930
88
$220K 0.08%
+1,300
89
$215K 0.08%
543
90
$213K 0.08%
453
91
$197K 0.07%
1,250
92
$191K 0.07%
+4,600
93
$186K 0.07%
1,649
94
$158K 0.06%
592
95
$110K 0.04%
150
96
$100K 0.04%
713
-296
97
$99.6K 0.04%
205
98
$97.7K 0.04%
+2,900
99
$89.4K 0.03%
273
-53
100
$83K 0.03%
620
2 3
4
5 6