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
301
$34K 0.01%
2,251
-1,861
302
$34K 0.01%
2,433
-2,432
303
$34K 0.01%
1,224
+117
304
$33.9K 0.01%
249
+117
305
$33.6K 0.01%
1,343
306
$32.9K 0.01%
194
+90
307
$32.8K 0.01%
574
+1
308
$32.6K 0.01%
221
-3
309
$32.5K 0.01%
2,456
-4,575
310
$32.2K 0.01%
75
-27
311
$32.2K 0.01%
766
312
$32.1K 0.01%
234
-57
313
$32K 0.01%
720
+8
314
$31.9K 0.01%
615
-923
315
$31.8K 0.01%
229
316
$31.8K 0.01%
860
-290
317
$31.7K 0.01%
700
318
$31.2K 0.01%
2,181
-2,555
319
$31.1K 0.01%
542
-173
320
$31.1K 0.01%
263
-4
321
$30.9K 0.01%
953
-1,717
322
$30.7K 0.01%
430
323
$30.6K 0.01%
860
-502
324
$30.5K 0.01%
166
-1
325
$30K 0.01%
478
-269
11 12
13
14 15