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
$56.8M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.42M
3
+$1.89M
4
WMT icon
Walmart Inc
WMT
+$1.48M
5
SNOW icon
Snowflake
SNOW
+$1.43M

Top Sells

1
+$2.62M
2
+$2.53M
3
+$1.65M
4
IAU icon
iShares Gold Trust
IAU
+$1.47M
5
QCOM icon
Qualcomm
QCOM
+$1.35M

Sector Composition

1 Technology 32.21%
2 Financials 15.52%
3 Healthcare 9.66%
4 Communication Services 8.93%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 1.86%
6,930
27
$1.05M 1.84%
+2,500
28
$955K 1.68%
21,610
-19,000
29
$951K 1.67%
+3,500
30
$837K 1.47%
+3,000
31
$830K 1.46%
11,325
32
$806K 1.42%
+35,020
33
$765K 1.35%
+38,000
34
$724K 1.28%
+4,000
35
$721K 1.27%
6,205
36
$663K 1.17%
+15,000
37
$632K 1.11%
5,110
-7,000
38
$610K 1.07%
3,760
39
$606K 1.07%
630
40
$595K 1.05%
1,235
41
$521K 0.92%
3,500
-2,500
42
$452K 0.79%
+1,700
43
$450K 0.79%
+10,000
44
$325K 0.57%
+5,000
45
$312K 0.55%
+2,500
46
$273K 0.48%
+5,292
47
– –
-11,000
48
– –
-16,000
49
– –
-6,000
50
– –
-9,000
1
2
3