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
$477M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,029
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$4.85M
3
+$1.99M
4
LDOS icon
Leidos
LDOS
+$1.51M
5
MMM icon
3M
MMM
+$1.42M

Top Sells

1
+$6.15M
2
+$6M
3
+$5.01M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.21M

Sector Composition

1 Technology 8.48%
2 Industrials 4.24%
3 Healthcare 3.16%
4 Consumer Discretionary 2.88%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$53.2K 0.01%
2,177
302
$52.9K 0.01%
1,107
303
$52.6K 0.01%
3,114
+8
304
$52.1K 0.01%
247
305
$51.9K 0.01%
+885
306
$51.8K 0.01%
787
+7
307
$51.4K 0.01%
273
-24
308
$51.2K 0.01%
2,005
309
$50.5K 0.01%
1,320
310
$50.3K 0.01%
240
-2
311
$50.2K 0.01%
625
312
$50.2K 0.01%
912
313
$49.9K 0.01%
396
-3
314
$49.8K 0.01%
204
-1
315
$49.6K 0.01%
197
-12
316
$49.3K 0.01%
1,620
-11,894
317
$47.9K 0.01%
+511
318
$47K 0.01%
783
-15
319
$46.7K 0.01%
624
-116
320
$46.5K 0.01%
233
-30
321
$46.4K 0.01%
302
-19
322
$46K 0.01%
478
-5
323
$45.5K 0.01%
220
324
$45.4K 0.01%
266
-118
325
$45.3K 0.01%
182
-295
11 12
13
14 15