1M

1248 Management Portfolio holdings

AUM $177M
1-Year Est. Return 22.97%
This Quarter Est. Return
1 Year Est. Return
+22.97%
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 +$5.27M
2 +$5.22M
3 +$2.2M
4
AAPL icon
Apple
AAPL
+$2.02M
5
CRM icon
Salesforce
CRM
+$1.33M

Top Sells

1 +$14.8M
2 +$7.64M
3 +$1.58M
4
NVDA icon
NVIDIA
NVDA
+$803K
5
PEP icon
PepsiCo
PEP
+$573K

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
TEAM icon
76
Atlassian
TEAM
$39.9B
$396K 0.15%
1,948
MSTX
77
Defiance Daily Target 2x Long MSTR ETF
MSTX
$216M
$369K 0.14%
9,132
+131
RIVN icon
78
Rivian
RIVN
$18.5B
$360K 0.13%
26,175
CRWD icon
79
CrowdStrike
CRWD
$135B
$355K 0.13%
697
NDAQ icon
80
Nasdaq
NDAQ
$49.7B
$353K 0.13%
3,947
WMT icon
81
Walmart
WMT
$817B
$290K 0.11%
2,969
MA icon
82
Mastercard
MA
$490B
$289K 0.11%
515
HD icon
83
Home Depot
HD
$361B
$287K 0.11%
784
-56
AMGN icon
84
Amgen
AMGN
$181B
$267K 0.1%
958
-63
CDNS icon
85
Cadence Design Systems
CDNS
$85.7B
$243K 0.09%
789
+297
TT icon
86
Trane Technologies
TT
$92.7B
$242K 0.09%
553
PSTG icon
87
Pure Storage
PSTG
$27.8B
$220K 0.08%
3,822
+1,930
FAS icon
88
Direxion Daily Financial Bull 3x Shares
FAS
$2.4B
$220K 0.08%
+1,300
SYK icon
89
Stryker
SYK
$139B
$215K 0.08%
543
LIN icon
90
Linde
LIN
$198B
$213K 0.08%
453
LDOS icon
91
Leidos
LDOS
$24.5B
$197K 0.07%
1,250
TQQQ icon
92
ProShares UltraPro QQQ
TQQQ
$28.3B
$191K 0.07%
+2,300
ACM icon
93
Aecom
ACM
$17.7B
$186K 0.07%
1,649
PGR icon
94
Progressive
PGR
$132B
$158K 0.06%
592
MCK icon
95
McKesson
MCK
$104B
$110K 0.04%
150
MS icon
96
Morgan Stanley
MS
$260B
$100K 0.04%
713
-296
BRK.B icon
97
Berkshire Hathaway Class B
BRK.B
$1.1T
$99.6K 0.04%
205
TNA icon
98
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.13B
$97.7K 0.04%
+2,900
CMI icon
99
Cummins
CMI
$63.9B
$89.4K 0.03%
273
-53
NFLX icon
100
Netflix
NFLX
$471B
$83K 0.03%
62