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

Top Buys

1
+$10.7M
2
+$8.4M
3
+$3.52M
4
NVDA icon
NVIDIA
NVDA
+$2.24M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.66M

Top Sells

1
+$4.88M
2
+$2.24M
3
+$2.2M
4
UNH icon
UnitedHealth
UNH
+$1.5M
5
RCL icon
Royal Caribbean
RCL
+$1.26M

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
101
$61.3K 0.03%
+549
102
$59.6K 0.03%
+222
103
$57.8K 0.02%
+620
104
$57.4K 0.02%
+346
105
$57.3K 0.02%
+373
106
$56.8K 0.02%
+1,361
107
$54.7K 0.02%
+558
108
$50.3K 0.02%
+423
109
$49.8K 0.02%
+444
110
$49.7K 0.02%
+1,758
111
$49.3K 0.02%
+233
112
$46K 0.02%
+441
113
$45.4K 0.02%
+1,170
114
$45.4K 0.02%
+543
115
$44.9K 0.02%
+599
116
$42.7K 0.02%
+2,400
117
$41.5K 0.02%
+137
118
$41.3K 0.02%
183
-5,576
119
$40.6K 0.02%
+82
120
$38.9K 0.02%
+132
121
$38.2K 0.02%
+116
122
$38.1K 0.02%
+122
123
$36.5K 0.02%
+433
124
$36.4K 0.02%
+146
125
$34.9K 0.01%
+346
3 4
5
6 7