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
$425M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1 +$9.51M
2 +$2.46M
3 +$2.37M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$2.24M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.17M

Top Sells

1 +$2.67M
2 +$724K
3 +$654K
4
CMG icon
Chipotle Mexican Grill
CMG
+$466K
5
CAH icon
Cardinal Health
CAH
+$457K

Sector Composition

1 Technology 8.7%
2 Industrials 4.33%
3 Energy 2.07%
4 Healthcare 1.98%
5 Consumer Staples 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$52.5K 0.01%
544
-65
227
$52.4K 0.01%
776
+755
228
$52.4K 0.01%
958
+274
229
$52.4K 0.01%
1,026
+28
230
$51.8K 0.01%
+625
231
$51.8K 0.01%
1,320
232
$51.8K 0.01%
371
+13
233
$51.6K 0.01%
2,178
-984
234
$50.9K 0.01%
1,987
235
$50.1K 0.01%
465
-235
236
$49.7K 0.01%
220
-83
237
$49.5K 0.01%
285
+118
238
$49.2K 0.01%
912
239
$48.6K 0.01%
2,533
-12,492
240
$48.6K 0.01%
482
-785
241
$48.5K 0.01%
92
242
$48K 0.01%
597
-124
243
$47.6K 0.01%
1,857
244
$46.6K 0.01%
417
245
$45.9K 0.01%
2,337
-334
246
$45.9K 0.01%
1,617
+795
247
$44.6K 0.01%
458
+5
248
$44.3K 0.01%
1,796
+38
249
$44.2K 0.01%
4,190
+8
250
$44.2K 0.01%
615
+1