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
$292M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.91M
3
+$489K
4
PG icon
Procter & Gamble
PG
+$388K
5
META icon
Meta Platforms (Facebook)
META
+$186K

Top Sells

1
+$7.61M
2
+$7.23M
3
+$3.49M
4
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$3.34M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$3.18M

Sector Composition

1 Technology 9.73%
2 Industrials 4.54%
3 Energy 2.66%
4 Consumer Discretionary 1.93%
5 Financials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$40.8K 0.01%
2,236
-7,359
277
$40.7K 0.01%
721
-580
278
$40.4K 0.01%
84
279
$39.4K 0.01%
10,359
-24,833
280
$39.3K 0.01%
884
-1,992
281
$39.2K 0.01%
463
282
$39.1K 0.01%
453
+4
283
$38.3K 0.01%
156
-122
284
$38K 0.01%
1,406
-4,739
285
$37.6K 0.01%
412
-5
286
$37.5K 0.01%
312
-277
287
$37.2K 0.01%
+177
288
$36.9K 0.01%
4,467
+36
289
$36.5K 0.01%
684
+631
290
$36.4K 0.01%
5,066
-6,087
291
$36.3K 0.01%
455
+25
292
$36.1K 0.01%
356
-123
293
$36K 0.01%
104
+54
294
$35.5K 0.01%
1,741
-66
295
$35.5K 0.01%
186
+7
296
$35.1K 0.01%
460
-1,220
297
$35K 0.01%
226
298
$34.9K 0.01%
105
299
$34.7K 0.01%
1,750
300
$34.2K 0.01%
500
-55
10 11
12
13 14