CCM

Connective Capital Management Portfolio holdings

AUM $170M
1-Year Est. Return 32.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
-$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$2.9M
3
+$2.83M
4
AVGO icon
Broadcom
AVGO
+$2.26M
5
CRWD icon
CrowdStrike
CRWD
+$1.82M

Top Sells

1
+$18.6M
2
+$9.03M
3
+$2.38M
4
AMD icon
Advanced Micro Devices
AMD
+$2.15M
5
CRM icon
Salesforce
CRM
+$2.14M

Sector Composition

1 Technology 37.16%
2 Healthcare 11.77%
3 Communication Services 10.69%
4 Consumer Discretionary 6.39%
5 Financials 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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