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
$40.3M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.77M
2 +$1.47M
3 +$1.24M
4
LLY icon
Eli Lilly
LLY
+$1.15M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.14M

Top Sells

1 +$2.37M
2 +$1.34M
3 +$1.31M
4
ANET icon
Arista Networks
ANET
+$1.3M
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