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
$46.8M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.06M
3
+$1.97M
4
UBER icon
Uber
UBER
+$1.83M
5
COST icon
Costco
COST
+$1.77M

Top Sells

1
+$2.69M
2
+$2.16M
3
+$2.05M
4
BNTX icon
BioNTech
BNTX
+$1.92M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.78M

Sector Composition

1 Technology 25.57%
2 Consumer Discretionary 12.14%
3 Industrials 12.11%
4 Healthcare 10.86%
5 Energy 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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63
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64
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-35,000
65
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-10,690
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3