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
$67.2M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.59M
3
+$2.42M
4
CSCO icon
Cisco
CSCO
+$2.23M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.18M

Top Sells

1
+$17.8M
2
+$5.59M
3
+$3.61M
4
NEE icon
NextEra Energy
NEE
+$2M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.99M

Sector Composition

1 Technology 22.94%
2 Financials 13.93%
3 Industrials 13.64%
4 Consumer Discretionary 10.12%
5 Energy 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 1.73%
+22,000
27
$1.09M 1.61%
18,000
28
$1.06M 1.58%
+6,000
29
$984K 1.46%
5,200
-710
30
$978K 1.46%
4,080
-6,000
31
$966K 1.44%
+16,000
32
$922K 1.37%
6,930
33
$908K 1.35%
+15,000
34
$872K 1.3%
+48,000
35
$725K 1.08%
+3,800
36
$703K 1.05%
13,000
-16,000
37
$650K 0.97%
1,235
38
$639K 0.95%
1,800
-1,300
39
$632K 0.94%
+9,000
40
$630K 0.94%
3,760
41
$588K 0.87%
+5,000
42
$586K 0.87%
+23,000
43
$572K 0.85%
+900
44
$568K 0.85%
+6,000
45
$544K 0.81%
2,480
46
$517K 0.77%
+3,000
47
$507K 0.75%
3,300
48
$492K 0.73%
+3,200
49
$473K 0.7%
+6,000
50
$464K 0.69%
+30,120
1
2
3