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
$58.3M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.36M
3
+$2.1M
4
ZM icon
Zoom
ZM
+$2.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.85M

Top Sells

1
+$2.91M
2
+$2.06M
3
+$1.97M
4
UBER icon
Uber
UBER
+$1.83M
5
WFC icon
Wells Fargo
WFC
+$1.58M

Sector Composition

1 Technology 19.63%
2 Industrials 15.19%
3 Consumer Discretionary 13.63%
4 Healthcare 10.52%
5 Energy 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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