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
$56.6M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.57M
3
+$2.09M
4
HD icon
Home Depot
HD
+$1.99M
5
VIST icon
Vista Energy
VIST
+$1.57M

Top Sells

1
+$4M
2
+$2.63M
3
+$2.46M
4
TWST icon
Twist Bioscience
TWST
+$2.22M
5
AAPL icon
Apple
AAPL
+$2.17M

Sector Composition

1 Technology 20.91%
2 Healthcare 18.39%
3 Industrials 13.87%
4 Financials 8.42%
5 Energy 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.61M 6.39%
38,000
+27,000
2
$3.37M 5.95%
27,385
-8,715
3
$2.84M 5.02%
29,000
+16,000
4
$2.83M 5%
17,025
-7,500
5
$2.77M 4.9%
25,630
+25,000
6
$2.11M 3.73%
5,014
7
$2.09M 3.69%
+21,035
8
$2M 3.53%
5,000
-10,000
9
$1.99M 3.52%
13,110
+9,110
10
$1.99M 3.52%
+7,075
11
$1.89M 3.35%
9,000
+2,600
12
$1.61M 2.84%
32,029
13
$1.48M 2.62%
3,200
-4,800
14
$1.47M 2.59%
10,080
+1,000
15
$1.46M 2.58%
+5,829
16
$1.43M 2.53%
5,910
-5,090
17
$1.4M 2.48%
5,170
18
$1.39M 2.46%
5,665
19
$1.25M 2.21%
+7,015
20
$1.15M 2.03%
+7,000
21
$1.15M 2.03%
+1,100
22
$1.14M 2.01%
6,800
23
$1.08M 1.92%
27,625
24
$1.05M 1.86%
+20,030
25
$1.05M 1.85%
+2,000
1
2 3