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
$49.1M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.62M
3
+$2.53M
4
JPM icon
JPMorgan Chase
JPM
+$2.22M
5
QCOM icon
Qualcomm
QCOM
+$2.11M

Top Sells

1
+$2.04M
2
+$1.52M
3
+$1.32M
4
ANET icon
Arista Networks
ANET
+$1.2M
5
TSLA icon
Tesla
TSLA
+$951K

Sector Composition

1 Technology 33.94%
2 Financials 18.6%
3 Healthcare 6.73%
4 Consumer Staples 5.47%
5 Communication Services 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.97M 6.05%
+88,210
2
$2.64M 5.38%
7,014
+1,680
3
$2.62M 5.34%
+50,000
4
$2.62M 5.33%
67,029
+35,000
5
$2.53M 5.15%
+16,200
6
$2.5M 5.09%
50,400
-11,600
7
$2.22M 4.54%
+13,080
8
$2.11M 4.3%
+14,600
9
$2.04M 4.16%
40,610
-5,000
10
$1.9M 3.88%
+21,090
11
$1.47M 3%
+12,110
12
$1.36M 2.77%
5,170
13
$1.34M 2.73%
+12,000
14
$1.27M 2.58%
+20,000
15
$1.23M 2.51%
1,865
16
$1.14M 2.32%
36,826
+800
17
$1.1M 2.24%
+7,085
18
$1.08M 2.21%
5,665
19
$1.05M 2.15%
+2,000
20
$1.03M 2.1%
+20,000
21
$999K 2.04%
6,930
22
$972K 1.98%
+6,000
23
$917K 1.87%
11,325
24
$915K 1.86%
20,000
-5,500
25
$902K 1.84%
+15,300
1
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