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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
151
$7.34K ﹤0.01%
16
152
$7.18K ﹤0.01%
105
153
$6.88K ﹤0.01%
419
154
$6.34K ﹤0.01%
75
-281
155
$5.97K ﹤0.01%
190
-472
156
$1.52K ﹤0.01%
20
157
– –
-522
158
– –
-23,128
159
– –
-37,078
160
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-2,485
161
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-293
162
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-17,100
163
– –
-270
164
– –
-9,485
165
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-9,715
166
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-9,344
167
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-112,677
168
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-17,033
169
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-1,948
170
– –
-4,579
171
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-955
172
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-100,604
173
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-71,395
174
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-86
175
– –
-16,200
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