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
$322M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$21M
3
+$20.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$20.5M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$19.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.58%
2 Industrials 3.72%
3 Energy 2.78%
4 Materials 2.62%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$16.3K 0.01%
+101
452
$16.1K 0.01%
+165
453
$16.1K 0.01%
+149
454
$16K 0.01%
+465
455
$15.9K 0.01%
+98
456
$15.9K ﹤0.01%
+294
457
$15.7K ﹤0.01%
+200
458
$15.6K ﹤0.01%
+323
459
$15.5K ﹤0.01%
+89
460
$15.5K ﹤0.01%
+235
461
$15.3K ﹤0.01%
+624
462
$15.3K ﹤0.01%
+484
463
$15.3K ﹤0.01%
+1,433
464
$15.1K ﹤0.01%
+350
465
$15K ﹤0.01%
+623
466
$15K ﹤0.01%
+100
467
$14.9K ﹤0.01%
+901
468
$14.9K ﹤0.01%
+334
469
$14.9K ﹤0.01%
+867
470
$14.7K ﹤0.01%
+514
471
$14.6K ﹤0.01%
+35
472
$14.5K ﹤0.01%
+4,440
473
$14.2K ﹤0.01%
+113
474
$14.2K ﹤0.01%
+137
475
$14.1K ﹤0.01%
+646
17 18
19
20 21