CPM

Connective Portfolio Management Portfolio holdings

AUM $55.5M
1-Year Est. Return 85.9%
This Quarter Est. Return
1 Year Est. Return
+85.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.8M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.42M
3
+$1.89M
4
WMT icon
Walmart Inc
WMT
+$1.48M
5
SNOW icon
Snowflake
SNOW
+$1.43M

Top Sells

1
+$2.62M
2
+$2.53M
3
+$1.65M
4
IAU icon
iShares Gold Trust
IAU
+$1.47M
5
QCOM icon
Qualcomm
QCOM
+$1.35M

Sector Composition

1 Technology 32.21%
2 Financials 15.52%
3 Healthcare 9.66%
4 Communication Services 8.93%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-1,865
52
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53
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54
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55
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56
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57
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58
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-24,820
59
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60
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-40,000
61
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-18,000
1 2
3