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
151
$16.2K 0.01%
+271
152
$15.5K 0.01%
+320
153
$15.4K 0.01%
+228
154
$14.8K 0.01%
+64
155
$14.7K 0.01%
+217
156
$14.2K 0.01%
+219
157
$12.4K 0.01%
+564
158
$12.3K 0.01%
+126
159
$10.6K ﹤0.01%
+69
160
$10.2K ﹤0.01%
+225
161
$9.21K ﹤0.01%
+151
162
$8.72K ﹤0.01%
+78
163
$8.34K ﹤0.01%
+122
164
$8.2K ﹤0.01%
+75
165
$7.54K ﹤0.01%
+16
166
$6.48K ﹤0.01%
+105
167
$5.14K ﹤0.01%
+70
168
– –
-3,883
169
– –
-37,078
170
– –
-6,791
171
– –
-21,500
172
– –
-100,872
3 4 5 6
7