CPM

Connective Portfolio Management Portfolio holdings

AUM $55.5M
1-Year Est. Return 85.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+85.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.3M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.17M
3
+$1.14M
4
LLY icon
Eli Lilly
LLY
+$1.05M
5
EQR icon
Equity Residential
EQR
+$956K

Top Sells

1
+$1.93M
2
+$1.3M
3
+$1.26M
4
MSFT icon
Microsoft
MSFT
+$1.24M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.16M

Sector Composition

1 Technology 37.65%
2 Healthcare 12.49%
3 Consumer Discretionary 11.88%
4 Financials 9.86%
5 Real Estate 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-6,000
1 2
3