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
501
$12.7K ﹤0.01%
+740
502
$12.6K ﹤0.01%
+838
503
$12.5K ﹤0.01%
+839
504
$12.5K ﹤0.01%
+859
505
$12.4K ﹤0.01%
+141
506
$12.3K ﹤0.01%
+2,000
507
$12.2K ﹤0.01%
+150
508
$12.1K ﹤0.01%
+880
509
$12.1K ﹤0.01%
+383
510
$11.7K ﹤0.01%
+108
511
$11.5K ﹤0.01%
+401
512
$11.5K ﹤0.01%
+159
513
$11.2K ﹤0.01%
+552
514
$11.2K ﹤0.01%
+244
515
$10.9K ﹤0.01%
+120
516
$10.7K ﹤0.01%
+1,676
517
$10.7K ﹤0.01%
+624
518
$10.7K ﹤0.01%
+106
519
$10.7K ﹤0.01%
+75
520
$10.7K ﹤0.01%
+154
521
$10.6K ﹤0.01%
+3
522
$10.5K ﹤0.01%
+118
523
$10.5K ﹤0.01%
+189
524
$10.5K ﹤0.01%
+35
525
$10.3K ﹤0.01%
+45
19 20
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