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
$292M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.91M
3
+$489K
4
PG icon
Procter & Gamble
PG
+$388K
5
META icon
Meta Platforms (Facebook)
META
+$186K

Top Sells

1
+$7.61M
2
+$7.23M
3
+$3.49M
4
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$3.34M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$3.18M

Sector Composition

1 Technology 9.73%
2 Industrials 4.54%
3 Energy 2.66%
4 Consumer Discretionary 1.93%
5 Financials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11.1K ﹤0.01%
118
+10
477
$11K ﹤0.01%
1,003
-1,067
478
$11K ﹤0.01%
43
479
$10.9K ﹤0.01%
108
+1
480
$10.9K ﹤0.01%
3
481
$10.8K ﹤0.01%
200
482
$10.7K ﹤0.01%
189
483
$10.6K ﹤0.01%
3,410
-2,186
484
$10.4K ﹤0.01%
30
-57
485
$10.4K ﹤0.01%
+304
486
$10.3K ﹤0.01%
106
487
$10.1K ﹤0.01%
245
-100
488
$10K ﹤0.01%
+28
489
$9.86K ﹤0.01%
234
-1,434
490
$9.79K ﹤0.01%
1,195
-1,687
491
$9.7K ﹤0.01%
+126
492
$9.69K ﹤0.01%
106
+50
493
$9.62K ﹤0.01%
57
-71
494
$9.61K ﹤0.01%
406
-3,954
495
$9.55K ﹤0.01%
30
+20
496
$9.47K ﹤0.01%
110
497
$9.03K ﹤0.01%
258
-624
498
$8.83K ﹤0.01%
145
-120
499
$8.83K ﹤0.01%
1,625
-3,917
500
$8.74K ﹤0.01%
243
-1,005
18 19
20
21 22