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
$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
IAU icon
1
iShares Gold Trust
IAU
$64.3B
$3.89M 8.32%
62,029
+14,000
MSFT icon
2
Microsoft
MSFT
$3.82T
$3.71M 7.95%
7,519
+2,500
IBM icon
3
IBM
IBM
$262B
$3.28M 7.02%
+11,170
NVDA icon
4
NVIDIA
NVDA
$4.46T
$3.01M 6.45%
19,390
+8,000
GLD icon
5
SPDR Gold Trust
GLD
$135B
$2.9M 6.21%
9,465
+300
LRCX icon
6
Lam Research
LRCX
$178B
$2.43M 5.21%
+25,000
AVGO icon
7
Broadcom
AVGO
$1.65T
$2.24M 4.8%
8,295
+4,000
EWZ icon
8
iShares MSCI Brazil ETF
EWZ
$5.49B
$2.02M 4.33%
+70,000
COIN icon
9
Coinbase
COIN
$86.3B
$1.86M 3.98%
+5,300
RKLB icon
10
Rocket Lab Corp
RKLB
$32.1B
$1.72M 3.68%
+48,000
MRVL icon
11
Marvell Technology
MRVL
$75.8B
$1.7M 3.65%
+22,000
UBER icon
12
Uber
UBER
$192B
$1.67M 3.57%
18,035
-12,965
PHYS icon
13
Sprott Physical Gold
PHYS
$15B
$1.65M 3.53%
+65,000
ROK icon
14
Rockwell Automation
ROK
$39.1B
$1.33M 2.85%
4,000
EEM icon
15
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$1.25M 2.69%
+26,000
AMZN icon
16
Amazon
AMZN
$2.27T
$1.21M 2.58%
+5,500
NFLX icon
17
Netflix
NFLX
$510B
$1.21M 2.58%
+900
INDA icon
18
iShares MSCI India ETF
INDA
$9.57B
$1.17M 2.5%
+21,000
RKT icon
19
Rocket Companies
RKT
$46.9B
$993K 2.13%
70,000
HES
20
DELISTED
Hess
HES
$978K 2.1%
6,930
SNOW icon
21
Snowflake
SNOW
$81.6B
$895K 1.92%
+4,000
PLTR icon
22
Palantir
PLTR
$423B
$793K 1.7%
+5,820
CMG icon
23
Chipotle Mexican Grill
CMG
$56.1B
$750K 1.61%
12,875
SAP icon
24
SAP
SAP
$318B
$734K 1.57%
+2,415
MA icon
25
Mastercard
MA
$507B
$697K 1.49%
1,235