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
$29.6M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.58M
3
+$1.41M
4
META icon
Meta Platforms (Facebook)
META
+$1.38M
5
AIG icon
American International
AIG
+$1.3M

Top Sells

1
+$2.75M
2
+$2.59M
3
+$2.42M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.18M
5
RDNT icon
RadNet
RDNT
+$2.18M

Sector Composition

1 Technology 29.17%
2 Financials 14.59%
3 Communication Services 9.44%
4 Industrials 6.45%
5 Energy 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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65
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-4,050
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3