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
151
$17K 0.01%
293
152
$15.4K 0.01%
320
153
$15.1K 0.01%
+600
154
$14.6K 0.01%
64
155
$12.4K ﹤0.01%
+400
156
$10.2K ﹤0.01%
36
-96
157
$10K ﹤0.01%
69
158
$9.86K ﹤0.01%
+254
159
$8.53K ﹤0.01%
122
+52
160
$8.26K ﹤0.01%
94
-189
161
$8.2K ﹤0.01%
78
162
$8.16K ﹤0.01%
76
-473
163
$8.16K ﹤0.01%
16
164
$8.13K ﹤0.01%
+265
165
$7.78K ﹤0.01%
75
166
$7.56K ﹤0.01%
+419
167
$7.29K ﹤0.01%
105
168
$1.98K ﹤0.01%
+20
169
– –
-151
170
– –
-533
171
– –
-126
172
– –
-217
173
– –
-1,600
174
– –
-564
175
– –
-271
4 5 6
7
8