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

Top Buys

1
+$2.23M
2
+$1.55M
3
+$1.47M
4
T icon
AT&T
T
+$1.26M
5
SBUX icon
Starbucks
SBUX
+$1.17M

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
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65
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1 2
3