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
$437M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.76M
3
+$1.47M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$1.25M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.16M

Top Sells

1
+$2.74M
2
+$1.37M
3
+$908K
4
CDNS icon
Cadence Design Systems
CDNS
+$885K
5
JNJ icon
Johnson & Johnson
JNJ
+$866K

Sector Composition

1 Technology 9.6%
2 Industrials 3.82%
3 Energy 2.05%
4 Consumer Discretionary 1.73%
5 Consumer Staples 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 0.58%
59,684
+9,262
27
$1.91M 0.44%
2,084
+246
28
$1.86M 0.43%
22,989
29
$1.82M 0.42%
17,621
+5,888
30
$1.76M 0.4%
31,193
+74
31
$1.7M 0.39%
29,150
-338
32
$1.66M 0.38%
7,176
-3,916
33
$1.66M 0.38%
13,392
+984
34
$1.59M 0.37%
5,045
-113
35
$1.55M 0.35%
8,703
-3,961
36
$1.5M 0.34%
11,357
+80
37
$1.5M 0.34%
8,937
-3,088
38
$1.45M 0.33%
13,814
-3,671
39
$1.45M 0.33%
52,675
-82
40
$1.42M 0.33%
21,500
+535
41
$1.31M 0.3%
3,199
-5
42
$1.24M 0.28%
6,946
+677
43
$1.2M 0.27%
2,642
-3
44
$1.16M 0.26%
1,091
+1,058
45
$1.11M 0.25%
3,011
-3
46
$1.1M 0.25%
13,402
+1,180
47
$1.08M 0.25%
5,912
+139
48
$1.06M 0.24%
9,954
-85
49
$1M 0.23%
6,720
-2,132
50
$951K 0.22%
10,711
-451
1
2
3 4 5