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
126
$34.6K 0.01%
+210
127
$34.5K 0.01%
+303
128
$34.3K 0.01%
+577
129
$33.5K 0.01%
+240
130
$33K 0.01%
+86
131
$32.8K 0.01%
+427
132
$31.4K 0.01%
+103
133
$31.3K 0.01%
+436
134
$29.9K 0.01%
+340
135
$28.6K 0.01%
+270
136
$28.2K 0.01%
+169
137
$26.8K 0.01%
+533
138
$26.5K 0.01%
955
-18,332
139
$25.6K 0.01%
+283
140
$25.6K 0.01%
+355
141
$25.5K 0.01%
+193
142
$24.4K 0.01%
+662
143
$23.1K 0.01%
+87
144
$22.7K 0.01%
+471
145
$20.6K 0.01%
+293
146
$19.6K 0.01%
+154
147
$18.8K 0.01%
+346
148
$18.7K 0.01%
+522
149
$17.9K 0.01%
344
-9,774
150
$17.4K 0.01%
+48