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
401
$16.8K 0.01%
781
-505
402
$16.7K 0.01%
571
-682
403
$16.7K 0.01%
4,440
404
$16.7K 0.01%
724
+100
405
$16.6K 0.01%
1,106
-1,960
406
$16.6K 0.01%
1,045
-2,154
407
$16.5K 0.01%
387
408
$16.1K 0.01%
626
+2
409
$16K 0.01%
+28
410
$15.9K 0.01%
335
-15
411
$15.9K 0.01%
+214
412
$15.8K 0.01%
938
+37
413
$15.7K 0.01%
174
+9
414
$15.6K 0.01%
270
+20
415
$15.4K 0.01%
+136
416
$15.3K 0.01%
+149
417
$15.3K 0.01%
754
+12
418
$15.2K 0.01%
249
+3
419
$15.1K 0.01%
58
420
$15.1K 0.01%
179
+1
421
$14.9K 0.01%
+103
422
$14.9K 0.01%
35
423
$14.8K 0.01%
251
-964
424
$14.7K 0.01%
+59
425
$14.7K 0.01%
230
-830
15 16
17
18 19