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
$29.6M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.58M
3
+$1.41M
4
META icon
Meta Platforms (Facebook)
META
+$1.38M
5
AIG icon
American International
AIG
+$1.3M

Top Sells

1
+$2.75M
2
+$2.59M
3
+$2.42M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.18M
5
RDNT icon
RadNet
RDNT
+$2.18M

Sector Composition

1 Technology 29.17%
2 Financials 14.59%
3 Communication Services 9.44%
4 Industrials 6.45%
5 Energy 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.83M 9.56%
48,029
+16,000
2
$2.64M 8.91%
9,165
+3,500
3
$2.26M 7.62%
+31,000
4
$1.88M 6.36%
5,019
5
$1.58M 5.34%
+300,000
6
$1.41M 4.77%
+50,000
7
$1.4M 4.73%
23,285
-26,715
8
$1.38M 4.67%
+2,400
9
$1.3M 4.4%
+15,000
10
$1.23M 4.17%
11,390
-12,595
11
$1.11M 3.74%
+11,300
12
$1.11M 3.74%
6,930
13
$1.03M 3.49%
+4,000
14
$966K 3.26%
15,650
-22,000
15
$845K 2.85%
70,000
+32,000
16
$813K 2.74%
+12,000
17
$790K 2.66%
+2,615
18
$769K 2.6%
+6,000
19
$719K 2.43%
4,295
-6,625
20
$708K 2.39%
2,500
-3,220
21
$677K 2.28%
1,235
22
$646K 2.18%
12,875
-5,125
23
$641K 2.16%
3,760
24
$547K 1.85%
900
25
$332K 1.12%
1,305
1
2 3