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
$61.5M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.46M
3
+$2.22M
4
AAPL icon
Apple
AAPL
+$2.17M
5
CCJ icon
Cameco
CCJ
+$2.12M

Top Sells

1
+$2.42M
2
+$2.09M
3
+$2.09M
4
SNOW icon
Snowflake
SNOW
+$1.43M
5
ETN icon
Eaton
ETN
+$1.41M

Sector Composition

1 Technology 38.89%
2 Communication Services 11.23%
3 Energy 8.72%
4 Healthcare 7.82%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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