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

Top Buys

1
+$3.11M
2
+$2.24M
3
+$2.18M
4
TSM icon
TSMC
TSM
+$1.94M
5
AAPL icon
Apple
AAPL
+$1.92M

Top Sells

1
+$2.42M
2
+$1.94M
3
+$1.82M
4
ETN icon
Eaton
ETN
+$1.45M
5
SNOW icon
Snowflake
SNOW
+$1.43M

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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3