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
$40.3M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.47M
3
+$1.24M
4
LLY icon
Eli Lilly
LLY
+$1.15M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.14M

Top Sells

1
+$2.37M
2
+$1.34M
3
+$1.31M
4
ANET icon
Arista Networks
ANET
+$1.3M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.16M

Sector Composition

1 Technology 37.65%
2 Healthcare 12.49%
3 Consumer Discretionary 11.88%
4 Financials 9.86%
5 Real Estate 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$789K 1.96%
27,415
-2,465
27
$788K 1.95%
+30,000
28
$779K 1.93%
22,000
29
$745K 1.85%
+7,750
30
$655K 1.62%
+4,500
31
$639K 1.58%
+10,000
32
$635K 1.57%
+32,000
33
$626K 1.55%
12,375
-880
34
$571K 1.42%
3,760
-195
35
$507K 1.26%
+900
36
$494K 1.22%
+1,200
37
$483K 1.2%
+8,085
38
$454K 1.13%
4,000
+1,000
39
$453K 1.12%
630
-45
40
$446K 1.11%
1,135
41
$380K 0.94%
+700
42
$356K 0.88%
+5,000
43
$284K 0.7%
2,180
44
– –
-32,000
45
– –
-1,015
46
– –
-2,000
47
– –
-5,000
48
– –
-6,510
49
– –
-10,100
50
– –
-5,500
1
2
3