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
$58.3M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.36M
3
+$2.1M
4
ZM icon
Zoom
ZM
+$2.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.85M

Top Sells

1
+$2.91M
2
+$2.06M
3
+$1.97M
4
UBER icon
Uber
UBER
+$1.83M
5
WFC icon
Wells Fargo
WFC
+$1.58M

Sector Composition

1 Technology 19.63%
2 Industrials 15.19%
3 Consumer Discretionary 13.63%
4 Healthcare 10.52%
5 Energy 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 1.73%
4,800
+2,400
27
$999K 1.71%
+6,500
28
$954K 1.64%
18,200
+1,600
29
$952K 1.63%
+5,380
30
$936K 1.61%
39,920
+19,960
31
$798K 1.37%
1,350
+675
32
$716K 1.23%
2,270
+1,135
33
$694K 1.19%
+6,160
34
$694K 1.19%
+20,000
35
$658K 1.13%
+80,000
36
$585K 1%
+18,000
37
$558K 0.96%
10,000
38
$537K 0.92%
+8,000
39
$441K 0.76%
+21,000
40
$384K 0.66%
4,185
-1,410
41
$382K 0.66%
+50,000
42
$342K 0.59%
+30,000
43
$340K 0.58%
+40,000
44
$331K 0.57%
+30,000
45
$269K 0.46%
+15,000
46
$264K 0.45%
+50,000
47
$254K 0.44%
8,150
-15,925
48
$200K 0.34%
+812
49
– –
-8,000
50
– –
-3,015
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