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
$49.1M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.62M
3
+$2.53M
4
JPM icon
JPMorgan Chase
JPM
+$2.22M
5
QCOM icon
Qualcomm
QCOM
+$2.11M

Top Sells

1
+$2.04M
2
+$1.52M
3
+$1.32M
4
ANET icon
Arista Networks
ANET
+$1.2M
5
TSLA icon
Tesla
TSLA
+$951K

Sector Composition

1 Technology 33.94%
2 Financials 18.6%
3 Healthcare 6.73%
4 Consumer Staples 5.47%
5 Communication Services 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$827K 1.69%
+4,000
27
$787K 1.6%
+6,000
28
$734K 1.5%
+9,000
29
$721K 1.47%
24,820
-1,860
30
$661K 1.35%
+5,000
31
$620K 1.26%
6,205
-4,000
32
$600K 1.22%
+20,850
33
$553K 1.13%
630
34
$551K 1.12%
3,760
35
$547K 1.12%
+18,000
36
$527K 1.07%
1,235
+100
37
$449K 0.92%
+11,000
38
$377K 0.77%
2,480
-4,700
39
$180K 0.37%
+16,000
40
– –
-6,000
41
– –
-4,000
42
– –
-10,000
43
– –
-3,800
44
– –
-13,000
45
– –
-4,000
46
– –
-33,000
47
– –
-11,000
48
– –
-6,000
49
– –
-2,500
50
– –
-7,750
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