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
251
$45.1K 0.01%
912
252
$44.5K 0.01%
1,835
+39
253
$43.6K 0.01%
670
-299
254
$43.5K 0.01%
1,738
255
$43.4K 0.01%
417
256
$43.1K 0.01%
5,204
+103
257
$42K 0.01%
1,319
-1
258
$41.7K 0.01%
798
-228
259
$41.6K 0.01%
466
+8
260
$41.2K 0.01%
1,343
261
$40.8K 0.01%
598
+1
262
$40.8K 0.01%
4,124
-66
263
$40.4K 0.01%
352
+1
264
$40.1K 0.01%
530
+5
265
$40K 0.01%
709
+16
266
$39.7K 0.01%
729
-13
267
$39.4K 0.01%
112
268
$39.1K 0.01%
629
+14
269
$38.4K 0.01%
3,471
-450
270
$38.1K 0.01%
1,756
+93
271
$37.9K 0.01%
1,227
-98
272
$37.1K 0.01%
1,080
+35
273
$36.7K 0.01%
2,132
274
$35.9K 0.01%
704
275
$35.7K 0.01%
738
+6