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
376
$20.5K 0.01%
61
-47
377
$20.1K 0.01%
352
-354
378
$19.7K 0.01%
971
-3,445
379
$19.7K 0.01%
948
-3,975
380
$19.7K 0.01%
150
-29
381
$19.6K 0.01%
156
-2
382
$19.6K 0.01%
+63
383
$19.4K 0.01%
200
384
$19.2K 0.01%
120
385
$19.1K 0.01%
+489
386
$18.9K 0.01%
279
+234
387
$18.7K 0.01%
1,680
388
$18.7K 0.01%
99
+1
389
$18.5K 0.01%
206
+130
390
$18.3K 0.01%
423
-1,823
391
$18.2K 0.01%
92
+3
392
$18.1K 0.01%
639
-82
393
$18K 0.01%
2,924
394
$17.9K 0.01%
32
+2
395
$17.7K 0.01%
353
-433
396
$17.3K 0.01%
+212
397
$17.2K 0.01%
294
398
$17K 0.01%
96
+21
399
$17K 0.01%
68
+57
400
$16.9K 0.01%
+26
14 15
16
17 18