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
$437M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$1.76M
3 +$1.47M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$1.25M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.16M

Top Sells

1 +$2.74M
2 +$1.37M
3 +$908K
4
CDNS icon
Cadence Design Systems
CDNS
+$885K
5
JNJ icon
Johnson & Johnson
JNJ
+$866K

Sector Composition

1 Technology 9.6%
2 Industrials 3.82%
3 Energy 2.05%
4 Consumer Discretionary 1.73%
5 Consumer Staples 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$21.3K ﹤0.01%
1,179
-940
327
$21.2K ﹤0.01%
506
+1
328
$21.1K ﹤0.01%
856
-77
329
$21K ﹤0.01%
343
-88
330
$20.6K ﹤0.01%
516
331
$20.4K ﹤0.01%
768
332
$20.2K ﹤0.01%
95
333
$20.1K ﹤0.01%
167
+1
334
$20K ﹤0.01%
784
+9
335
$19.9K ﹤0.01%
180
336
$19.9K ﹤0.01%
4
337
$19.5K ﹤0.01%
87
338
$19.4K ﹤0.01%
290
339
$19.4K ﹤0.01%
373
340
$19.4K ﹤0.01%
1,073
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341
$19.4K ﹤0.01%
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$19.4K ﹤0.01%
30
343
$19.3K ﹤0.01%
+294
344
$19.2K ﹤0.01%
250
345
$19.1K ﹤0.01%
45
-84
346
$19.1K ﹤0.01%
161
+1
347
$19K ﹤0.01%
2,023
348
$18.9K ﹤0.01%
289
349
$18.9K ﹤0.01%
347
-1
350
$18.2K ﹤0.01%
1,680