1M
1248 Management Portfolio holdings
AUM
$271M
This Quarter Return
+19.99%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$271M
AUM Growth
+$36.8M
(+16%)
Cap. Flow
-$6.42M
Cap. Flow
% of AUM
-2.37%
Top 10 Holdings %
Top 10 Hldgs %
57.28%
Holding
183
New
16
Increased
21
Reduced
32
Closed
15
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$5.27M |
| 2 |
Tesla
TSLA
|
$5.22M |
| 3 |
SPDR S&P Regional Banking ETF
KRE
|
$2.2M |
| 4 |
Apple
AAPL
|
$2.02M |
| 5 |
Salesforce
CRM
|
$1.33M |
Top Sells
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$14.8M |
| 2 |
Uber
UBER
|
$7.64M |
| 3 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$1.58M |
| 4 |
NVIDIA
NVDA
|
$803K |
| 5 |
PepsiCo
PEP
|
$573K |
Sector Composition
| 1 | Financials | 27.34% |
| 2 | Technology | 24.18% |
| 3 | Consumer Discretionary | 11.84% |
| 4 | Communication Services | 8.18% |
| 5 | Healthcare | 3.93% |
