We are live on ! Find out more
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
126
$32.6K 0.02%
632
127
$31.7K 0.02%
427
128
$31.1K 0.02%
63
-2,381
129
$30.9K 0.02%
367
130
$28.9K 0.02%
110
-36
131
$28.7K 0.02%
+83
132
$26.1K 0.01%
154
133
$26K 0.01%
178
-32
134
$25.8K 0.01%
1,200
+800
135
$23.8K 0.01%
356
+1
136
$23.7K 0.01%
+110
137
$23.6K 0.01%
219
138
$20.9K 0.01%
600
139
$17.8K 0.01%
320
140
$17.3K 0.01%
344
141
$14.5K 0.01%
72
-4,372
142
$14.1K 0.01%
64
143
$9.82K 0.01%
36
144
$9.36K 0.01%
122
145
$9.02K 0.01%
94
146
$8.93K 0.01%
78
147
$8.75K ﹤0.01%
69
148
$8.44K ﹤0.01%
75
149
$8.38K ﹤0.01%
265
150
$7.88K ﹤0.01%
76
3 4 5
6
7