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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
101
$49.6K 0.03%
1,758
102
$49.3K 0.03%
599
103
$49.3K 0.03%
444
104
$48.6K 0.03%
180
+38
105
$48.2K 0.03%
543
106
$47.7K 0.03%
423
107
$47.3K 0.03%
157
+7
108
$45.6K 0.03%
1,053
+799
109
$43.8K 0.02%
221
-26
110
$42.4K 0.02%
449
111
$41.7K 0.02%
1,200
-1,800
112
$40.3K 0.02%
340
113
$38.8K 0.02%
137
114
$37.5K 0.02%
122
-4,152
115
$37.3K 0.02%
300
116
$37.1K 0.02%
303
117
$37.1K 0.02%
122
118
$36.7K 0.02%
82
119
$36.5K 0.02%
436
120
$36.4K 0.02%
259
121
$34.5K 0.02%
193
122
$34.4K 0.02%
399
123
$33.4K 0.02%
116
124
$33.1K 0.02%
199
125
$32.9K 0.02%
255
-29
3 4
5
6 7