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
$58.3M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.36M
3
+$2.1M
4
ZM icon
Zoom
ZM
+$2.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.85M

Top Sells

1
+$2.91M
2
+$2.06M
3
+$1.97M
4
UBER icon
Uber
UBER
+$1.83M
5
WFC icon
Wells Fargo
WFC
+$1.58M

Sector Composition

1 Technology 19.63%
2 Industrials 15.19%
3 Consumer Discretionary 13.63%
4 Healthcare 10.52%
5 Energy 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.81M 4.83%
10,958
+5,479
2
$2.57M 4.41%
+50,370
3
$2.48M 4.26%
11,070
+2,085
4
$2.36M 4.05%
+72,000
5
$2.27M 3.9%
66,304
+33,152
6
$2.21M 3.79%
133,380
+47,385
7
$2.18M 3.74%
13,020
-1,490
8
$2.1M 3.6%
+7,000
9
$2.05M 3.52%
+19,000
10
$1.98M 3.4%
11,780
+5,890
11
$1.95M 3.34%
74,500
+37,250
12
$1.85M 3.18%
+17,000
13
$1.83M 3.14%
+35,500
14
$1.71M 2.93%
+15,000
15
$1.67M 2.87%
+30,000
16
$1.61M 2.76%
15,120
+7,560
17
$1.52M 2.61%
14,340
-1,830
18
$1.4M 2.41%
2,930
-135
19
$1.36M 2.33%
+6,000
20
$1.32M 2.27%
+9,500
21
$1.28M 2.2%
13,540
+6,770
22
$1.15M 1.97%
+9,000
23
$1.14M 1.95%
7,910
+3,955
24
$1.12M 1.92%
73,900
+21,100
25
$1.05M 1.8%
+11,000
1
2 3