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
276
$59.8K 0.02%
+2,475
277
$58.7K 0.02%
+4,814
278
$57.7K 0.02%
+424
279
$57.5K 0.02%
+1,431
280
$57K 0.02%
+297
281
$55.3K 0.02%
+1,599
282
$55K 0.02%
+227
283
$54.7K 0.02%
+261
284
$54K 0.02%
+747
285
$53.8K 0.02%
+912
286
$53.6K 0.02%
+977
287
$53.6K 0.02%
+711
288
$53.5K 0.02%
+941
289
$53K 0.02%
+1,000
290
$52.8K 0.02%
+479
291
$52.8K 0.02%
+2,177
292
$52.8K 0.02%
+1,107
293
$51.6K 0.02%
+3,920
294
$51.1K 0.02%
+2,177
295
$51.1K 0.02%
+2,401
296
$50.9K 0.02%
+4,303
297
$50.4K 0.02%
+289
298
$50.3K 0.02%
+2,366
299
$49.9K 0.02%
+237
300
$49.9K 0.02%
+4,112
10 11
12
13 14