CAM

Creekmur Asset Management Portfolio holdings

AUM $1.33M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$603M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.45M
3
+$2.3M
4
CAT icon
Caterpillar
CAT
+$1.93M
5
NVDA icon
NVIDIA
NVDA
+$1.57M

Top Sells

1
+$1.54M
2
+$1.39M
3
+$1.11M
4
WPM icon
Wheaton Precious Metals
WPM
+$880K
5
SPOT icon
Spotify
SPOT
+$593K

Sector Composition

1 Technology 13.73%
2 Industrials 6.22%
3 Consumer Discretionary 4.28%
4 Financials 2.57%
5 Healthcare 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$35.6K 0.01%
31
+1
377
$35.2K 0.01%
589
+2
378
$35.1K 0.01%
1,750
379
$35.1K 0.01%
293
380
$34.9K 0.01%
571
+146
381
$34.9K 0.01%
871
+1
382
$34.6K 0.01%
453
383
$33.1K 0.01%
2,132
384
$32.9K 0.01%
297
385
$32.6K 0.01%
774
-825
386
$32.3K 0.01%
152
387
$31.9K 0.01%
473
388
$31.8K 0.01%
66
-10
389
$31.2K 0.01%
2,323
-1,259
390
$30.7K 0.01%
140
-16
391
$30.5K 0.01%
1,232
+9
392
$30.4K 0.01%
975
393
$30.4K 0.01%
322
394
$29.4K ﹤0.01%
206
+2
395
$29.1K ﹤0.01%
592
+156
396
$28.8K ﹤0.01%
260
397
$28.2K ﹤0.01%
627
-1
398
$28.2K ﹤0.01%
30
399
$27.7K ﹤0.01%
45
400
$27.4K ﹤0.01%
825
14 15
16
17 18