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
$187M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1 +$6.46M
2 +$5.78M
3 +$5.48M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$620K
5
MSFT icon
Microsoft
MSFT
+$561K

Top Sells

1 +$2.28M
2 +$1.63M
3 +$1.27M
4
ALB icon
Albemarle
ALB
+$800K
5
NEE icon
NextEra Energy
NEE
+$737K

Sector Composition

1 Financials 34.79%
2 Technology 29.03%
3 Communication Services 9.88%
4 Consumer Discretionary 9.34%
5 Industrials 5.9%