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
276
$35.3K 0.01%
708
-150
277
$35K 0.01%
1,750
278
$34.6K 0.01%
350
-350
279
$34.3K 0.01%
766
280
$34K 0.01%
190
-4
281
$33.7K 0.01%
266
-82
282
$33.1K 0.01%
2,947
+98
283
$32.8K 0.01%
75
284
$32.8K 0.01%
1,663
-3,120
285
$32.6K 0.01%
66
+3
286
$32.4K 0.01%
216
-51
287
$32.2K 0.01%
2,119
+11
288
$30.3K 0.01%
197
+37
289
$30K 0.01%
+322
290
$29.9K 0.01%
156
291
$29.7K 0.01%
226
292
$29.6K 0.01%
79
293
$29.6K 0.01%
164
294
$29.5K 0.01%
33
+1
295
$29.1K 0.01%
326
296
$29.1K 0.01%
+297
297
$28.9K 0.01%
1,199
-780
298
$28.5K 0.01%
717
-345
299
$27.5K 0.01%
1,174
+20
300
$27.3K 0.01%
774