CAM

Creekmur Asset Management Portfolio holdings

AUM $1.33M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$603M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1 +$2.76M
2 +$2.45M
3 +$2.3M
4
CAT icon
Caterpillar
CAT
+$1.93M
5
NVDA icon
NVIDIA
NVDA
+$1.57M

Top Sells

1 +$1.54M
2 +$1.39M
3 +$1.11M
4
WPM icon
Wheaton Precious Metals
WPM
+$880K
5
SPOT icon
Spotify
SPOT
+$593K

Sector Composition

1 Technology 13.73%
2 Industrials 6.22%
3 Consumer Discretionary 4.28%
4 Financials 2.57%
5 Healthcare 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$17.8K ﹤0.01%
232
-2
452
$17.7K ﹤0.01%
294
453
$17.6K ﹤0.01%
407
454
$17.6K ﹤0.01%
186
+1
455
$17.5K ﹤0.01%
1,335
+15
456
$17.4K ﹤0.01%
140
-3,709
457
$17.3K ﹤0.01%
175
458
$17.2K ﹤0.01%
174
+96
459
$17.1K ﹤0.01%
136
460
$16.9K ﹤0.01%
839
461
$16.9K ﹤0.01%
800
462
$16.9K ﹤0.01%
130
463
$16.6K ﹤0.01%
150
464
$16.4K ﹤0.01%
149
465
$16.4K ﹤0.01%
165
466
$16.3K ﹤0.01%
523
467
$16K ﹤0.01%
347
468
$15.7K ﹤0.01%
274
469
$15.6K ﹤0.01%
34
470
$15.4K ﹤0.01%
323
+1
471
$15.1K ﹤0.01%
100
472
$14.6K ﹤0.01%
+313
473
$14.5K ﹤0.01%
599
474
$14.1K ﹤0.01%
+175
475
$14.1K ﹤0.01%
168