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
476
$13.9K ﹤0.01%
167
477
$13.9K ﹤0.01%
185
478
$13.8K ﹤0.01%
388
479
$13.8K ﹤0.01%
1,150
+8
480
$13.8K ﹤0.01%
56
-266
481
$13.7K ﹤0.01%
1,267
482
$13.6K ﹤0.01%
+163
483
$13.3K ﹤0.01%
112
+1
484
$13.2K ﹤0.01%
27
485
$13.1K ﹤0.01%
17
486
$12.9K ﹤0.01%
2,924
487
$12.7K ﹤0.01%
1,549
+34
488
$12.5K ﹤0.01%
722
+21
489
$12.4K ﹤0.01%
301
+1
490
$12.3K ﹤0.01%
129
+29
491
$12.2K ﹤0.01%
384
-81
492
$12.2K ﹤0.01%
117
+1
493
$12K ﹤0.01%
46
494
$11.9K ﹤0.01%
77
495
$11.8K ﹤0.01%
233
+10
496
$11.8K ﹤0.01%
554
497
$11.7K ﹤0.01%
305
-434
498
$11.7K ﹤0.01%
+370
499
$11.7K ﹤0.01%
428
+2
500
$11.5K ﹤0.01%
140
+1
18 19
20
21 22