CPM
Connective Portfolio Management Portfolio holdings
AUM
$46.7M
This Quarter Return
-15.51%
1 Year Return
+71.19%
3 Year Return
+494.57%
5 Year Return
–
10 Year Return
–
AUM
$58.3M
AUM Growth
+$58.3M
(+25%)
Cap. Flow
+$18.4M
Cap. Flow
% of AUM
31.56%
Top 10 Holdings %
Top 10 Hldgs %
39.5%
Holding
66
New
27
Increased
15
Reduced
5
Closed
18
Top Buys
| 1 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$2.57M |
| 2 |
KraneShares CSI China Internet ETF
KWEB
|
$2.36M |
| 3 |
Deere & Co
DE
|
$2.1M |
| 4 |
Zoom
ZM
|
$2.05M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.85M |
Top Sells
| 1 |
Sociedad Química y Minera de Chile
SQM
|
$2.91M |
| 2 |
ASML
ASML
|
$2.06M |
| 3 |
Enphase Energy
ENPH
|
$1.97M |
| 4 |
Uber
UBER
|
$1.83M |
| 5 |
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% |
