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
$437M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$1.76M
3 +$1.47M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$1.25M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.16M

Top Sells

1 +$2.74M
2 +$1.37M
3 +$908K
4
CDNS icon
Cadence Design Systems
CDNS
+$885K
5
JNJ icon
Johnson & Johnson
JNJ
+$866K

Sector Composition

1 Technology 9.6%
2 Industrials 3.82%
3 Energy 2.05%
4 Consumer Discretionary 1.73%
5 Consumer Staples 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$52.6K 0.01%
3,106
+7
227
$52.3K 0.01%
265
-20
228
$52K 0.01%
980
229
$51.6K 0.01%
399
230
$51.2K 0.01%
220
231
$50.8K 0.01%
242
+1
232
$50.6K 0.01%
270
233
$50.5K 0.01%
465
234
$50.1K 0.01%
426
-74
235
$50K 0.01%
1,987
236
$49.6K 0.01%
92
237
$49.2K 0.01%
321
+2
238
$49.1K 0.01%
1,629
+12
239
$49.1K 0.01%
415
-1,425
240
$48K 0.01%
2,005
-173
241
$47.4K 0.01%
291
242
$47.3K 0.01%
1,857
243
$47.1K 0.01%
204
-25
244
$46.9K 0.01%
2,337
245
$46.6K 0.01%
348
-23
246
$46.5K 0.01%
1,412
-6
247
$46.4K 0.01%
2,038
-495
248
$45.8K 0.01%
1,436
249
$45.6K 0.01%
483
-50
250
$45.4K 0.01%
453
-29