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
$31.5M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.25M
3
+$1.72M
4
TSLA icon
Tesla
TSLA
+$1.59M
5
ANET icon
Arista Networks
ANET
+$1.3M

Top Sells

1
+$1.9M
2
+$1.88M
3
+$1.76M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.76M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.72M

Sector Composition

1 Technology 41.4%
2 Consumer Discretionary 8.79%
3 Healthcare 8.03%
4 Financials 6.41%
5 Consumer Staples 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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54
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55
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56
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57
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-9,000
58
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-10,000
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3