CAM

Creekmur Asset Management Portfolio holdings

AUM $603M
1-Year Est. Return 20.86%
This Quarter Est. Return
1 Year Est. Return
+20.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$22.1M
3
+$22.1M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$21.6M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$20.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.58%
2 Industrials 3.72%
3 Energy 2.78%
4 Materials 2.62%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$85.7K 0.03%
+7,946
227
$85K 0.03%
+4,933
228
$84.6K 0.03%
+4,416
229
$84.3K 0.03%
+1,301
230
$83.1K 0.03%
+35,192
231
$82K 0.03%
+7,031
232
$82K 0.03%
+3,112
233
$80.9K 0.03%
+696
234
$78.9K 0.02%
+1,060
235
$78.7K 0.02%
+1,122
236
$78.5K 0.02%
+842
237
$78.3K 0.02%
+1,286
238
$78.2K 0.02%
+2,558
239
$78K 0.02%
+1,549
240
$77.9K 0.02%
+671
241
$77.8K 0.02%
+1,574
242
$77.3K 0.02%
+750
243
$76.6K 0.02%
+131
244
$75.7K 0.02%
+4,865
245
$75.4K 0.02%
+11,153
246
$75.3K 0.02%
+2,837
247
$74.5K 0.02%
+515
248
$74.1K 0.02%
+787
249
$73.6K 0.02%
+14,995
250
$71.7K 0.02%
+692
8 9
10
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