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
326
$44.9K 0.01%
1,436
327
$44.5K 0.01%
1,876
+41
328
$44.5K 0.01%
621
-8
329
$43.7K 0.01%
1,738
330
$43.7K 0.01%
1,412
331
$43.3K 0.01%
530
332
$43.3K 0.01%
444
-21
333
$43.2K 0.01%
417
334
$43K 0.01%
294
-2,402
335
$42.7K 0.01%
471
+5
336
$42.3K 0.01%
292
+1
337
$41.9K 0.01%
204
338
$41.2K 0.01%
378
+363
339
$39.2K 0.01%
467
+217
340
$38.5K 0.01%
330
-22
341
$37.5K 0.01%
725
+16
342
$37.4K 0.01%
744
+6
343
$37.3K 0.01%
75
344
$37.1K 0.01%
585
-13
345
$36.7K 0.01%
204
-66
346
$36.2K 0.01%
2,658
+2,657
347
$34.9K 0.01%
705
+1
348
$34.8K 0.01%
1,750
349
$34.7K 0.01%
+700
350
$34.1K 0.01%
571
+5
12 13
14
15 16