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

Top Buys

1
+$2.04M
2
+$1.52M
3
+$1.2M
4
ANET icon
Arista Networks
ANET
+$1.2M
5
UBS icon
UBS Group
UBS
+$888K

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
+$1.08M

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
– –
-900
53
– –
-7,535
54
– –
-5,000
55
– –
-9,660
56
– –
-32,000
57
– –
-78,000
1 2
3