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
451
$12.8K ﹤0.01%
+126
452
$12.7K ﹤0.01%
1,094
-553
453
$12.6K ﹤0.01%
145
+29
454
$12.6K ﹤0.01%
180
-390
455
$12.6K ﹤0.01%
+61
456
$12.5K ﹤0.01%
+360
457
$12.4K ﹤0.01%
278
+78
458
$12.4K ﹤0.01%
124
-157
459
$12.3K ﹤0.01%
321
+9
460
$12.3K ﹤0.01%
330
+72
461
$12.2K ﹤0.01%
156
-3
462
$12.2K ﹤0.01%
50
+3
463
$12.2K ﹤0.01%
186
-260
464
$12K ﹤0.01%
246
+2
465
$11.9K ﹤0.01%
+47
466
$11.7K ﹤0.01%
+183
467
$11.7K ﹤0.01%
133
+13
468
$11.7K ﹤0.01%
202
-527
469
$11.7K ﹤0.01%
174
+169
470
$11.6K ﹤0.01%
949
-3,354
471
$11.6K ﹤0.01%
+60
472
$11.6K ﹤0.01%
194
-783
473
$11.4K ﹤0.01%
723
+91
474
$11.4K ﹤0.01%
643
-1,268
475
$11.3K ﹤0.01%
154
17 18
19
20 21