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
326
$41.9K 0.01%
+9,040
327
$41.5K 0.01%
+1,157
328
$41.1K 0.01%
+715
329
$41.1K 0.01%
+241
330
$40.3K 0.01%
+701
331
$40.1K 0.01%
+1,148
332
$39.8K 0.01%
+3,703
333
$39.7K 0.01%
+449
334
$39.5K 0.01%
+1,710
335
$39.4K 0.01%
+934
336
$39.4K 0.01%
+7,835
337
$38.6K 0.01%
+398
338
$38.3K 0.01%
+1,150
339
$37.3K 0.01%
+291
340
$37.2K 0.01%
+950
341
$37.2K 0.01%
+570
342
$37K 0.01%
+1,807
343
$36.7K 0.01%
+84
344
$36.6K 0.01%
+786
345
$36.4K 0.01%
+706
346
$35.8K 0.01%
+463
347
$35.7K 0.01%
+105
348
$35.3K 0.01%
+134
349
$34.9K 0.01%
+1,750
350
$34.5K 0.01%
+816
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