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
$56.9M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$4.22M
2 +$3.56M
3 +$3.27M
4
ANET icon
Arista Networks
ANET
+$2.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.13%
2 Healthcare 17.85%
3 Consumer Discretionary 10.86%
4 Industrials 10.31%
5 Real Estate 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$159K 0.28%
+58