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
$32.9M
AUM Growth
-$7.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.31M
3
+$1.16M
4
XOM icon
Exxon Mobil
XOM
+$1.12M
5
EOG icon
EOG Resources
EOG
+$891K

Top Sells

1
+$1.77M
2
+$1.47M
3
+$1.15M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$1.14M
5
TSLA icon
Tesla
TSLA
+$1.11M

Sector Composition

1 Technology 38.99%
2 Energy 20.42%
3 Consumer Discretionary 8.52%
4 Healthcare 6.4%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10,000
52
– –
-4,500
53
– –
-7,535
54
– –
-9,660
55
– –
-32,000
56
– –
-78,000
57
– –
-15,300
1 2
3