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
$477M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,029
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$4.85M
3
+$1.99M
4
LDOS icon
Leidos
LDOS
+$1.51M
5
MMM icon
3M
MMM
+$1.42M

Top Sells

1
+$6.15M
2
+$6M
3
+$5.01M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.21M

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
451
$12.2K ﹤0.01%
453
+72
452
$12.1K ﹤0.01%
322
+1
453
$12K ﹤0.01%
177
-30
454
$11.8K ﹤0.01%
184
455
$11.8K ﹤0.01%
1,481
+22
456
$11.7K ﹤0.01%
2,924
457
$11.6K ﹤0.01%
132
+1
458
$11.6K ﹤0.01%
+453
459
$11.4K ﹤0.01%
388
-19
460
$11.4K ﹤0.01%
196
461
$11.4K ﹤0.01%
245
462
$11.4K ﹤0.01%
1,133
-2,991
463
$11.3K ﹤0.01%
246
+5
464
$11.1K ﹤0.01%
554
465
$11.1K ﹤0.01%
138
-31
466
$11K ﹤0.01%
370
467
$11K ﹤0.01%
46
-7
468
$10.8K ﹤0.01%
298
469
$10.7K ﹤0.01%
25
470
$10.7K ﹤0.01%
56
+1
471
$10.7K ﹤0.01%
692
-308
472
$10.6K ﹤0.01%
81
473
$10.5K ﹤0.01%
400
-2
474
$10.3K ﹤0.01%
50
475
$10.2K ﹤0.01%
38
17 18
19
20 21