CPM

Connective Portfolio Management Portfolio holdings

AUM $55.5M
1-Year Est. Return 85.9%
This Quarter Est. Return
1 Year Est. Return
+85.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.56M
3
+$3.27M
4
ANET icon
Arista Networks
ANET
+$2.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.13%
2 Healthcare 17.85%
3 Consumer Discretionary 10.86%
4 Industrials 10.31%
5 Real Estate 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$858K 1.51%
+7,076
27
$845K 1.48%
+2,400
28
$829K 1.46%
+4,450
29
$824K 1.45%
+17,175
30
$811K 1.43%
+2,410
31
$764K 1.34%
+35,000
32
$722K 1.27%
+12,260
33
$688K 1.21%
+20,000
34
$662K 1.16%
+7,095
35
$647K 1.14%
+3,955
36
$625K 1.1%
+24,075
37
$611K 1.07%
+14,000
38
$579K 1.02%
+1,700
39
$552K 0.97%
+26,960
40
$527K 0.93%
+3,500
41
$439K 0.77%
+5,789
42
$431K 0.76%
+2,346
43
$426K 0.75%
+675
44
$421K 0.74%
+8,002
45
$408K 0.72%
+1,135
46
$408K 0.72%
+5,000
47
$343K 0.6%
+10,690
48
$325K 0.57%
+6,376
49
$292K 0.51%
+60,000
50
$222K 0.39%
+2,348
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