CPM
Connective Portfolio Management Portfolio holdings
AUM
$55.5M
1-Year Est. Return
85.9%
This Fund
S&P 500
1 Year Est. Return
+85.9%
AUM
$55.5M
AUM Growth
-$1.1M
(-1.9%)
Holding
52
Top Buys
| 1 | +$2.89M | |
| 2 | +$2.22M | |
| 3 | +$1.95M | |
| 4 |
Intel
INTC
|
+$1.93M |
| 5 |
Blackrock
BLK
|
+$1.2M |
Top Sells
| 1 | +$2.37M | |
| 2 | +$1.76M | |
| 3 | +$1.64M | |
| 4 |
Rockwell Automation
ROK
|
+$1.38M |
| 5 |
Ciena
CIEN
|
+$1.29M |
Sector Composition
| 1 | Technology | 26.76% |
| 2 | Financials | 11.84% |
| 3 | Communication Services | 7.65% |
| 4 | Industrials | 6.88% |
| 5 | Energy | 6.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Rockwell Automation
ROK
$42.5B
| – | – |
-4,000
|
|
||
52
Uber
UBER
$155B
| – | – |
-18,035
|
|