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
$31.5M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.25M
3
+$1.72M
4
TSLA icon
Tesla
TSLA
+$1.59M
5
ANET icon
Arista Networks
ANET
+$1.3M

Top Sells

1
+$1.9M
2
+$1.88M
3
+$1.76M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.76M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.72M

Sector Composition

1 Technology 41.4%
2 Consumer Discretionary 8.79%
3 Healthcare 8.03%
4 Financials 6.41%
5 Consumer Staples 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.66M 8.43%
9,279
+3,800
2
$2.41M 7.63%
+38,000
3
$2.25M 7.14%
+11,365
4
$1.72M 5.45%
+39,320
5
$1.59M 5.04%
+8,135
6
$1.44M 4.55%
51,950
+15,000
7
$1.3M 4.12%
+32,000
8
$1.24M 3.93%
33,152
9
$1.16M 3.66%
10,100
10
$1.14M 3.62%
+5,500
11
$1.09M 3.44%
+12,000
12
$1.08M 3.42%
5,890
13
$1.07M 3.38%
5,000
+1,500
14
$977K 3.1%
11,770
-20,000
15
$957K 3.03%
28,000
-9,250
16
$949K 3.01%
7,170
-3,000
17
$917K 2.91%
1,865
18
$883K 2.8%
42,000
-30,000
19
$873K 2.77%
29,880
20
$853K 2.7%
+6,000
21
$816K 2.59%
6,510
22
$727K 2.3%
22,000
-20,000
23
$680K 2.16%
13,255
24
$588K 1.86%
3,955
25
$555K 1.76%
675
-1,900
1
2 3