CPM

Connective Portfolio Management Portfolio holdings

AUM $55.5M
1-Year Est. Return 85.9%
This Quarter Est. Return
1 Year Est. Return
+85.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.7M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.43M
3
+$2.02M
4
COIN icon
Coinbase
COIN
+$1.86M
5
RKLB icon
Rocket Lab Corp
RKLB
+$1.72M

Top Sells

1
+$1.58M
2
+$1.41M
3
+$1.4M
4
META icon
Meta Platforms (Facebook)
META
+$1.38M
5
AIG icon
American International
AIG
+$1.3M

Sector Composition

1 Technology 45.66%
2 Financials 9.03%
3 Industrials 7.56%
4 Consumer Discretionary 4.19%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.89M 8.32%
62,029
+14,000
2
$3.71M 7.95%
7,519
+2,500
3
$3.28M 7.02%
+11,170
4
$3.01M 6.45%
19,390
+8,000
5
$2.9M 6.21%
9,465
+300
6
$2.43M 5.21%
+25,000
7
$2.24M 4.8%
8,295
+4,000
8
$2.02M 4.33%
+70,000
9
$1.86M 3.98%
+5,300
10
$1.72M 3.68%
+48,000
11
$1.7M 3.65%
+22,000
12
$1.67M 3.57%
18,035
-12,965
13
$1.65M 3.53%
+65,000
14
$1.33M 2.85%
4,000
15
$1.25M 2.69%
+26,000
16
$1.21M 2.58%
+5,500
17
$1.21M 2.58%
+9,000
18
$1.17M 2.5%
+21,000
19
$993K 2.13%
70,000
20
$978K 2.1%
6,930
21
$895K 1.92%
+4,000
22
$793K 1.7%
+5,820
23
$750K 1.61%
12,875
24
$734K 1.57%
+2,415
25
$697K 1.49%
1,235
1
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