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
126
$36.3K 0.01%
146
127
$36.2K 0.01%
340
128
$35.9K 0.01%
240
129
$35.6K 0.01%
122
130
$34.9K 0.01%
436
131
$34.2K 0.01%
259
-4,339
132
$33.3K 0.01%
86
133
$32.8K 0.01%
210
134
$32.6K 0.01%
356
-202
135
$31.7K 0.01%
199
-174
136
$30.5K 0.01%
87
137
$29.9K 0.01%
632
-729
138
$29.8K 0.01%
270
139
$28.9K 0.01%
427
140
$28.1K 0.01%
+300
141
$27.2K 0.01%
399
-178
142
$26.8K 0.01%
522
143
$26.2K 0.01%
955
144
$25.3K 0.01%
355
145
$23.6K 0.01%
662
146
$22.3K 0.01%
193
147
$21.4K 0.01%
367
-104
148
$19.9K 0.01%
154
149
$19.5K 0.01%
219
150
$19.3K 0.01%
344
4 5
6
7 8