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
$425M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1 +$9.51M
2 +$2.46M
3 +$2.37M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$2.24M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.17M

Top Sells

1 +$2.67M
2 +$724K
3 +$654K
4
CMG icon
Chipotle Mexican Grill
CMG
+$466K
5
CAH icon
Cardinal Health
CAH
+$457K

Sector Composition

1 Technology 8.7%
2 Industrials 4.33%
3 Energy 2.07%
4 Healthcare 1.98%
5 Consumer Staples 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$18.5K ﹤0.01%
74
-16
352
$18.4K ﹤0.01%
419
-2,020
353
$18.3K ﹤0.01%
290
354
$18.2K ﹤0.01%
775
+10
355
$18.2K ﹤0.01%
74
356
$18K ﹤0.01%
250
357
$17.7K ﹤0.01%
426
+2
358
$17.5K ﹤0.01%
861
+98
359
$17.4K ﹤0.01%
87
-33
360
$17.4K ﹤0.01%
294
361
$17.4K ﹤0.01%
379
-1,038
362
$17.4K ﹤0.01%
28
+3
363
$17.3K ﹤0.01%
180
364
$16.8K ﹤0.01%
4
365
$16.8K ﹤0.01%
678
+10
366
$16.8K ﹤0.01%
136
-54
367
$16.7K ﹤0.01%
27
+4
368
$16.7K ﹤0.01%
60
+10
369
$16.6K ﹤0.01%
62
-707
370
$16.6K ﹤0.01%
3,500
+2,000
371
$16.5K ﹤0.01%
110
372
$16.2K ﹤0.01%
131
+1
373
$16.2K ﹤0.01%
103
374
$16.1K ﹤0.01%
103
375
$16K ﹤0.01%
165