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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
$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
176
– –
-1,600
177
– –
-564
178
– –
-271
179
– –
-441
180
– –
-348
181
– –
-154
182
– –
-225
183
– –
-346
4 5 6 7
8