CPM

Connective Portfolio Management Portfolio holdings

AUM $56.6M
1-Year Est. Return 87.33%
This Quarter Est. Return
1 Year Est. Return
+87.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.2M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.59M
3
+$2.42M
4
CSCO icon
Cisco
CSCO
+$2.23M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.18M

Top Sells

1
+$17.8M
2
+$5.59M
3
+$3.61M
4
NEE icon
NextEra Energy
NEE
+$2M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.99M

Sector Composition

1 Technology 22.94%
2 Financials 13.93%
3 Industrials 13.64%
4 Consumer Discretionary 10.12%
5 Energy 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$449K 0.67%
630
-25,000
52
$428K 0.64%
+38,000
53
$412K 0.61%
1,305
+10
54
$380K 0.56%
+5,020
55
$310K 0.46%
+1,200
56
– –
-1,100
57
– –
-13,110
58
– –
-38,000
59
– –
-3,200
60
– –
-5,260
61
– –
-13,000
62
– –
-7,015
63
– –
-17,000
64
– –
-1,100
65
– –
-5,000
66
– –
-1,000
67
– –
-8,000
68
– –
-7,000
69
– –
-5,829
70
– –
-2,000
71
– –
-20,030
72
– –
-3,500
73
– –
-3,000
1 2
3