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
$31.5M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.25M
3
+$1.72M
4
TSLA icon
Tesla
TSLA
+$1.59M
5
ANET icon
Arista Networks
ANET
+$1.3M

Top Sells

1
+$1.9M
2
+$1.88M
3
+$1.76M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.76M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.72M

Sector Composition

1 Technology 41.4%
2 Consumer Discretionary 8.79%
3 Healthcare 8.03%
4 Financials 6.41%
5 Consumer Staples 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$412K 1.31%
1,135
27
$408K 1.29%
3,000
28
$376K 1.19%
1,015
-900
29
$225K 0.71%
+2,180
30
$217K 0.69%
2,000
-1,700
31
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-10,000
32
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-9,000
33
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34
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-25,000
35
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-22,000
36
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-15,000
37
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-4,185
38
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-9,000
39
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-13,660
40
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-10,000
41
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-24,000
42
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-220,000
43
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-8,000
44
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-15,515
45
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-10,000
46
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-40,000
47
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-22,000
48
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-13,000
49
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-800
50
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-15,000
1
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