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
$61.5M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.46M
3
+$2.22M
4
AAPL icon
Apple
AAPL
+$2.17M
5
CCJ icon
Cameco
CCJ
+$2.12M

Top Sells

1
+$2.42M
2
+$2.09M
3
+$2.09M
4
SNOW icon
Snowflake
SNOW
+$1.43M
5
ETN icon
Eaton
ETN
+$1.41M

Sector Composition

1 Technology 38.89%
2 Communication Services 11.23%
3 Energy 8.72%
4 Healthcare 7.82%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.46M 7.25%
36,100
-6,000
2
$3.23M 5.25%
+6,400
3
$2.71M 4.4%
13,600
+7,000
4
$2.46M 4%
+10,430
5
$2.24M 3.64%
5,014
-2,000
6
$2.22M 3.61%
+12,760
7
$2.17M 3.53%
+10,320
8
$2.12M 3.45%
10,980
+1,500
9
$2.12M 3.44%
+43,000
10
$2M 3.26%
+11,000
11
$1.89M 3.08%
+13,000
12
$1.87M 3.05%
4,000
+1,500
13
$1.84M 2.99%
9,080
14
$1.83M 2.97%
+8,000
15
$1.66M 2.7%
24,525
16
$1.64M 2.66%
14,205
+8,000
17
$1.41M 2.29%
32,029
18
$1.33M 2.16%
5,170
19
$1.25M 2.04%
20,000
20
$1.22M 1.98%
5,665
21
$1.18M 1.93%
8,300
22
$1.1M 1.79%
27,625
-17,000
23
$1.09M 1.77%
6,800
-13,000
24
$1.08M 1.75%
7,085
25
$1.06M 1.73%
+15,000
1
2 3