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
$56.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.56M
3
+$3.27M
4
ANET icon
Arista Networks
ANET
+$2.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.13%
2 Healthcare 17.85%
3 Consumer Discretionary 10.86%
4 Industrials 10.31%
5 Real Estate 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.22M 7.41%
+12,479
2
$3.56M 6.26%
+32,000
3
$3.27M 5.75%
+9,225
4
$2.41M 4.23%
+67,120
5
$2.05M 3.6%
+14,000
6
$1.97M 3.45%
+8,145
7
$1.92M 3.38%
+7,460
8
$1.78M 3.14%
+8,000
9
$1.76M 3.09%
+20,000
10
$1.71M 3%
+10,710
11
$1.7M 2.98%
+2,640
12
$1.55M 2.73%
+52,800
13
$1.34M 2.36%
+11,185
14
$1.3M 2.29%
+37,250
15
$1.26M 2.21%
+7,560
16
$1.25M 2.2%
+43,995
17
$1.2M 2.1%
+18,000
18
$1.15M 2.03%
+33,152
19
$1.08M 1.9%
+6,770
20
$1.06M 1.86%
+7,000
21
$1.01M 1.78%
+10,000
22
$1.01M 1.77%
+5,890
23
$997K 1.75%
+2,400
24
$970K 1.7%
+16,600
25
$953K 1.67%
+2,945
1
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