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
$40.3M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.47M
3
+$1.24M
4
LLY icon
Eli Lilly
LLY
+$1.15M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.14M

Top Sells

1
+$2.37M
2
+$1.34M
3
+$1.31M
4
ANET icon
Arista Networks
ANET
+$1.3M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.16M

Sector Composition

1 Technology 37.65%
2 Healthcare 12.49%
3 Consumer Discretionary 11.88%
4 Financials 9.86%
5 Real Estate 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.71M 6.72%
64,000
+12,050
2
$2.27M 5.64%
8,135
3
$1.82M 4.5%
5,334
-3,945
4
$1.77M 4.39%
+12,080
5
$1.47M 3.64%
+78,000
6
$1.24M 3.07%
+5,000
7
$1.17M 2.89%
32,029
-1,123
8
$1.15M 2.86%
+2,500
9
$1.14M 2.82%
+25,000
10
$1.09M 2.71%
5,170
-6,195
11
$1.09M 2.7%
25,500
-2,500
12
$1.02M 2.52%
+15,300
13
$1.01M 2.5%
5,665
-225
14
$1.01M 2.5%
1,865
15
$1.01M 2.5%
+30,000
16
$995K 2.47%
+9,660
17
$993K 2.46%
+17,000
18
$983K 2.44%
+10,000
19
$982K 2.43%
42,000
20
$964K 2.39%
11,000
-27,000
21
$942K 2.33%
6,930
-240
22
$897K 2.22%
7,535
-4,465
23
$873K 2.16%
11,325
-445
24
$851K 2.11%
21,520
-17,800
25
$819K 2.03%
+19,000
1
2 3