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
351
$23.4K 0.01%
3,988
-3,012
352
$23.4K 0.01%
104
-68
353
$23.1K 0.01%
806
+2
354
$22.8K 0.01%
493
-441
355
$22.7K 0.01%
2,053
+21
356
$22.7K 0.01%
413
-103
357
$22.6K 0.01%
5,078
-3,962
358
$22.5K 0.01%
229
359
$22.5K 0.01%
232
-166
360
$22.3K 0.01%
563
+3
361
$22.3K 0.01%
332
+97
362
$22.1K 0.01%
1,392
363
$22K 0.01%
314
+27
364
$21.8K 0.01%
504
365
$21.7K 0.01%
2,027
+68
366
$21.4K 0.01%
285
+75
367
$21.4K 0.01%
26
+21
368
$21.4K 0.01%
549
+6
369
$21.4K 0.01%
1,073
-1,328
370
$21.2K 0.01%
608
371
$21K 0.01%
82
-61
372
$20.9K 0.01%
814
+6
373
$20.8K 0.01%
562
+47
374
$20.8K 0.01%
1,902
-275
375
$20.8K 0.01%
644
+134
13 14
15
16 17