CAM

Creekmur Asset Management Portfolio holdings

AUM $1.33M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$596K
2
+$256K
3
+$233K
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$164K
5
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$123K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$981B
$570K 42.94%
+953
IJR icon
2
iShares Core S&P Small-Cap ETF
IJR
$104B
$250K 18.85%
+2,012
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$232B
$226K 17.02%
+3,524
SPEM icon
4
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$18.3B
$158K 11.91%
+3,367
CLIP icon
5
Global X 1-3 Month T-Bill ETF
CLIP
$2.82B
$123K 9.27%
+1,225