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
101
$81K 0.03%
480
102
$76.8K 0.03%
3,000
+600
103
$73.4K 0.03%
2,495
104
$69.3K 0.03%
587
105
$60.2K 0.02%
265
+96
106
$60K 0.02%
289
-158
107
$59K 0.02%
433
108
$57.4K 0.02%
183
109
$54.3K 0.02%
233
110
$52.9K 0.02%
346
111
$50.9K 0.02%
1,758
112
$49.2K 0.02%
444
113
$49.1K 0.02%
1,170
114
$49K 0.02%
284
115
$45.6K 0.02%
423
116
$45.4K 0.02%
599
117
$45K 0.02%
543
118
$44.6K 0.02%
82
119
$44.5K 0.02%
+449
120
$39.8K 0.01%
137
121
$39.1K 0.01%
+142
122
$38.6K 0.01%
+150
123
$38.3K 0.01%
116
124
$37.2K 0.01%
346
125
$36.8K 0.01%
303
3 4
5
6 7