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
$425M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$2.46M
3
+$2.37M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$2.24M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.17M

Top Sells

1
+$2.67M
2
+$724K
3
+$654K
4
CMG icon
Chipotle Mexican Grill
CMG
+$466K
5
CAH icon
Cardinal Health
CAH
+$457K

Sector Composition

1 Technology 8.7%
2 Industrials 4.33%
3 Energy 2.07%
4 Healthcare 1.98%
5 Consumer Staples 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.52%
7,383
+3,509
27
$2.12M 0.5%
12,768
+703
28
$2.08M 0.49%
12,025
+2,541
29
$2.08M 0.49%
17,485
+1,255
30
$2.05M 0.48%
50,422
+12,842
31
$1.92M 0.45%
29,488
-34
32
$1.91M 0.45%
11,092
-878
33
$1.91M 0.45%
22,989
+346
34
$1.8M 0.42%
31,119
+98
35
$1.63M 0.38%
1,838
+157
36
$1.6M 0.38%
11,277
+8
37
$1.54M 0.36%
5,158
-67
38
$1.53M 0.36%
9,428
+2,545
39
$1.52M 0.36%
20,965
-36,728
40
$1.45M 0.34%
8,852
+163
41
$1.41M 0.33%
52,757
-8,102
42
$1.36M 0.32%
12,408
+3,812
43
$1.31M 0.31%
11,733
+2,858
44
$1.23M 0.29%
3,204
+7
45
$1.22M 0.29%
2,645
-88
46
$1.19M 0.28%
5,773
+2,037
47
$1.17M 0.28%
3,014
-6
48
$1.14M 0.27%
36,391
+9,691
49
$1.14M 0.27%
8,698
-820
50
$1.02M 0.24%
11,162
-379
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2
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