CPM

Connective Portfolio Management Portfolio holdings

AUM $56.6M
1-Year Est. Return 87.33%
This Quarter Est. Return
1 Year Est. Return
+87.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.6M
AUM Growth
+$9.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.36M
3
+$2.33M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.13M
5
AAPL icon
Apple
AAPL
+$1.66M

Top Sells

1
+$3.28M
2
+$2.43M
3
+$1.7M
4
NVDA icon
NVIDIA
NVDA
+$1.48M
5
HES
Hess
HES
+$978K

Sector Composition

1 Technology 30.25%
2 Financials 18.07%
3 Industrials 9.45%
4 Communication Services 5.19%
5 Healthcare 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAU icon
1
iShares Gold Trust
IAU
$64.3B
$4.5M 7.95%
62,029
MSFT icon
2
Microsoft
MSFT
$3.82T
$3.85M 6.8%
7,424
-95
EEM icon
3
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$3.52M 6.21%
66,125
+40,125
GLD icon
4
SPDR Gold Trust
GLD
$135B
$3.36M 5.93%
9,465
ORCL icon
5
Oracle
ORCL
$830B
$2.37M 4.18%
+8,300
JPM icon
6
JPMorgan Chase
JPM
$810B
$2.36M 4.17%
+7,480
C icon
7
Citigroup
C
$174B
$2.33M 4.12%
+23,185
EWZ icon
8
iShares MSCI Brazil ETF
EWZ
$5.49B
$2.17M 3.83%
70,000
NVDA icon
9
NVIDIA
NVDA
$4.46T
$2.15M 3.8%
11,475
-7,915
AVGO icon
10
Broadcom
AVGO
$1.65T
$1.92M 3.4%
5,795
-2,500
PHYS icon
11
Sprott Physical Gold
PHYS
$15B
$1.91M 3.37%
65,000
UBER icon
12
Uber
UBER
$192B
$1.76M 3.11%
18,035
AAPL icon
13
Apple
AAPL
$3.74T
$1.66M 2.93%
+6,520
HOOD icon
14
Robinhood
HOOD
$115B
$1.64M 2.9%
+12,000
ROK icon
15
Rockwell Automation
ROK
$39.1B
$1.38M 2.44%
4,000
RKLB icon
16
Rocket Lab Corp
RKLB
$32.1B
$1.36M 2.41%
29,000
-19,000
CIEN icon
17
Ciena
CIEN
$24.1B
$1.29M 2.28%
8,952
+952
COIN icon
18
Coinbase
COIN
$86.3B
$1.2M 2.12%
3,600
-1,700
CVX icon
19
Chevron
CVX
$308B
$1.14M 2.02%
+7,399
META icon
20
Meta Platforms (Facebook)
META
$1.8T
$1.12M 1.97%
+1,500
BA icon
21
Boeing
BA
$161B
$1.11M 1.97%
+5,175
INDA icon
22
iShares MSCI India ETF
INDA
$9.57B
$1.1M 1.94%
21,000
NFLX icon
23
Netflix
NFLX
$510B
$1.09M 1.92%
900
PLTR icon
24
Palantir
PLTR
$423B
$1.08M 1.9%
6,020
+200
RKT icon
25
Rocket Companies
RKT
$46.9B
$967K 1.71%
48,000
-22,000
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