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
351
$34.1K 0.01%
446
+4
352
$34K 0.01%
766
353
$34K 0.01%
2,132
354
$33.2K 0.01%
217
355
$32.9K 0.01%
190
356
$31K 0.01%
1,212
+7
357
$30.4K 0.01%
975
-368
358
$30.2K 0.01%
233
359
$29.8K 0.01%
226
360
$29.5K 0.01%
297
361
$29.4K 0.01%
+319
362
$28.8K 0.01%
197
363
$28.7K 0.01%
626
-103
364
$28.4K 0.01%
79
365
$28K 0.01%
802
-1
366
$27.8K 0.01%
2,432
367
$27.4K 0.01%
156
368
$27.4K 0.01%
165
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369
$27.4K 0.01%
229
370
$27K 0.01%
156
371
$27K 0.01%
774
372
$26.9K 0.01%
49
-17
373
$26.8K 0.01%
708
+1
374
$26.8K 0.01%
2,126
-1,345
375
$26.7K 0.01%
322
13 14
15
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