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
$56.6M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.57M
3
+$2.09M
4
HD icon
Home Depot
HD
+$1.99M
5
VIST icon
Vista Energy
VIST
+$1.57M

Top Sells

1
+$4M
2
+$2.63M
3
+$2.46M
4
TWST icon
Twist Bioscience
TWST
+$2.22M
5
AAPL icon
Apple
AAPL
+$2.17M

Sector Composition

1 Technology 20.91%
2 Healthcare 18.39%
3 Industrials 13.87%
4 Financials 8.42%
5 Energy 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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54
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55
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-10,090
56
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-1,535
57
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-3,000
58
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-12,000
59
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-6,000
60
– –
-18,522
61
– –
-13,000
1 2
3