CAM

Creekmur Asset Management Portfolio holdings

AUM $603M
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
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 +$40.2M
2 +$4.82M
3 +$1.88M
4
LDOS icon
Leidos
LDOS
+$1.57M
5
AAPL icon
Apple
AAPL
+$1.47M

Top Sells

1 +$6.5M
2 +$6.46M
3 +$5M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.54M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.49M

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
401
$19.8K ﹤0.01%
260
-15
402
$19.6K ﹤0.01%
+634
403
$19.6K ﹤0.01%
178
-912
404
$19.4K ﹤0.01%
122
-45
405
$19.2K ﹤0.01%
61
406
$19.1K ﹤0.01%
95
407
$19K ﹤0.01%
1,819
+1,806
408
$18.9K ﹤0.01%
+1,520
409
$18.6K ﹤0.01%
28
-17
410
$18.5K ﹤0.01%
31
+1
411
$18.4K ﹤0.01%
870
-203
412
$18.3K ﹤0.01%
430
+1
413
$18.2K ﹤0.01%
720
-48
414
$18K ﹤0.01%
373
415
$17.7K ﹤0.01%
213
416
$17.7K ﹤0.01%
294
417
$17.3K ﹤0.01%
175
418
$17.2K ﹤0.01%
234
-55
419
$17.2K ﹤0.01%
174
420
$17K ﹤0.01%
+705
421
$17K ﹤0.01%
290
422
$16.8K ﹤0.01%
150
423
$16.6K ﹤0.01%
2,023
424
$16.6K ﹤0.01%
318
-42
425
$16.3K ﹤0.01%
136