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
$32.9M
AUM Growth
-$7.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.52M
3
+$1.2M
4
ANET icon
Arista Networks
ANET
+$1.2M
5
UBS icon
UBS Group
UBS
+$888K

Top Sells

1
+$1.77M
2
+$1.47M
3
+$1.15M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$1.14M
5
TSLA icon
Tesla
TSLA
+$1.08M

Sector Composition

1 Technology 38.99%
2 Energy 20.42%
3 Consumer Discretionary 8.52%
4 Healthcare 6.4%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.7M 8.21%
62,000
-2,000
2
$2.04M 6.2%
+17,000
3
$1.68M 5.13%
5,334
4
$1.62M 4.93%
45,610
+15,610
5
$1.52M 4.61%
+22,000
6
$1.32M 4.03%
5,000
7
$1.2M 3.65%
+10,205
8
$1.2M 3.64%
+26,000
9
$1.12M 3.41%
32,029
10
$1.06M 3.23%
6,930
11
$1.05M 3.21%
1,865
12
$1.05M 3.19%
5,170
13
$971K 2.96%
5,665
14
$951K 2.89%
3,800
-4,335
15
$934K 2.84%
25,500
16
$913K 2.78%
7,180
+5,000
17
$888K 2.7%
+36,026
18
$887K 2.7%
+7,000
19
$878K 2.67%
+6,000
20
$849K 2.58%
11,325
21
$812K 2.47%
+20,000
22
$766K 2.33%
26,680
-735
23
$765K 2.33%
+6,000
24
$751K 2.29%
+2,500
25
$714K 2.17%
+11,000
1
2 3