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
$49.1M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.57M
3
+$2.24M
4
JPM icon
JPMorgan Chase
JPM
+$1.98M
5
DIS icon
Walt Disney
DIS
+$1.86M

Top Sells

1
+$2.04M
2
+$1.52M
3
+$1.32M
4
ANET icon
Arista Networks
ANET
+$1.2M
5
TSLA icon
Tesla
TSLA
+$951K

Sector Composition

1 Technology 33.94%
2 Financials 18.6%
3 Healthcare 6.73%
4 Consumer Staples 5.47%
5 Communication Services 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-13,000
52
– –
-3,800
53
– –
-10,000
54
– –
-4,000
55
– –
-6,000
56
– –
-26,000
1 2
3