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
$322M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$22.1M
3
+$22.1M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$21.6M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$20.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.58%
2 Industrials 3.72%
3 Energy 2.78%
4 Materials 2.62%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$14K ﹤0.01%
+330
477
$13.9K ﹤0.01%
+30
478
$13.8K ﹤0.01%
+2,393
479
$13.8K ﹤0.01%
+174
480
$13.7K ﹤0.01%
+132
481
$13.7K ﹤0.01%
+312
482
$13.7K ﹤0.01%
+344
483
$13.6K ﹤0.01%
+1,910
484
$13.5K ﹤0.01%
+112
485
$13.5K ﹤0.01%
+246
486
$13.4K ﹤0.01%
+178
487
$13.4K ﹤0.01%
+677
488
$13.3K ﹤0.01%
+210
489
$13.2K ﹤0.01%
+165
490
$13.1K ﹤0.01%
+58
491
$13.1K ﹤0.01%
+428
492
$13.1K ﹤0.01%
+906
493
$13.1K ﹤0.01%
+526
494
$13.1K ﹤0.01%
+649
495
$13K ﹤0.01%
+79
496
$13K ﹤0.01%
+250
497
$12.9K ﹤0.01%
+47
498
$12.8K ﹤0.01%
+387
499
$12.8K ﹤0.01%
+684
500
$12.8K ﹤0.01%
+101
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