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
301
$49.5K 0.02%
+1,006
302
$49.4K 0.02%
+1,107
303
$48.9K 0.02%
+629
304
$47.7K 0.01%
+5,178
305
$46.7K 0.01%
+358
306
$46.4K 0.01%
+1,362
307
$46.2K 0.01%
+1,436
308
$45.9K 0.01%
+1,186
309
$45.6K 0.01%
+1,997
310
$45.5K 0.01%
+504
311
$45.3K 0.01%
+102
312
$45K 0.01%
+2,203
313
$44.9K 0.01%
+3,066
314
$44.6K 0.01%
+1,253
315
$44.2K 0.01%
+1,589
316
$44.1K 0.01%
+479
317
$43.4K 0.01%
+1,248
318
$43.4K 0.01%
+390
319
$43K 0.01%
+7,000
320
$42.8K 0.01%
+729
321
$42.6K 0.01%
+2,052
322
$42.5K 0.01%
+999
323
$42.5K 0.01%
+3,757
324
$42.4K 0.01%
+3,586
325
$42.3K 0.01%
+757
11 12
13
14 15