We are live on ! Find out more
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
76
$236K 0.13%
1,250
77
$233K 0.13%
553
78
$231K 0.13%
1,300
79
$227K 0.13%
1,400
-13,900
80
$215K 0.12%
453
81
$215K 0.12%
1,649
82
$201K 0.11%
543
83
$195K 0.11%
913
84
$162K 0.09%
1,910
-8,399
85
$161K 0.09%
753
+273
86
$146K 0.08%
592
87
$131K 0.07%
2,900
88
$115K 0.07%
273
89
$113K 0.06%
714
+1
90
$103K 0.06%
205
91
$99K 0.06%
128
-22
92
$79.9K 0.05%
438
+5
93
$74.3K 0.04%
620
94
$72.6K 0.04%
587
95
$70.6K 0.04%
2,495
96
$64.2K 0.04%
346
97
$62.5K 0.04%
87
98
$59.4K 0.03%
183
99
$57.4K 0.03%
1,170
100
$53.1K 0.03%
289
2 3
4
5 6