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
$56.8M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.42M
3
+$1.89M
4
WMT icon
Walmart
WMT
+$1.48M
5
SNOW icon
Snowflake
SNOW
+$1.43M

Top Sells

1
+$2.62M
2
+$2.53M
3
+$1.65M
4
IAU icon
iShares Gold Trust
IAU
+$1.47M
5
QCOM icon
Qualcomm
QCOM
+$1.35M

Sector Composition

1 Technology 32.21%
2 Financials 15.52%
3 Healthcare 9.66%
4 Communication Services 8.93%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.8M 6.7%
42,100
-8,300
2
$2.95M 5.19%
7,014
3
$2.62M 4.62%
19,800
+7,800
4
$2.58M 4.54%
21,090
5
$2.49M 4.38%
+4,100
6
$2.42M 4.25%
+28,000
7
$1.89M 3.32%
+6,035
8
$1.82M 3.2%
9,080
-4,000
9
$1.71M 3.01%
9,480
+7,000
10
$1.69M 2.98%
44,625
-43,585
11
$1.56M 2.74%
5,170
12
$1.48M 2.6%
+24,525
13
$1.45M 2.56%
23,000
+3,000
14
$1.43M 2.51%
+8,820
15
$1.35M 2.37%
32,029
-35,000
16
$1.3M 2.28%
+4,995
17
$1.17M 2.05%
+1,500
18
$1.17M 2.05%
5,665
19
$1.16M 2.05%
20,000
20
$1.15M 2.03%
+7,000
21
$1.13M 1.99%
36,826
22
$1.13M 1.98%
7,085
23
$1.12M 1.97%
6,600
-8,000
24
$1.07M 1.88%
+8,300
25
$1.06M 1.87%
+13,000
1
2 3