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
501
$8.69K ﹤0.01%
332
502
$8.66K ﹤0.01%
+325
503
$8.15K ﹤0.01%
414
504
$8.08K ﹤0.01%
1,370
-1,023
505
$8.03K ﹤0.01%
58
506
$8.02K ﹤0.01%
148
+35
507
$7.86K ﹤0.01%
370
508
$7.74K ﹤0.01%
509
-302
509
$7.61K ﹤0.01%
195
+1
510
$7.5K ﹤0.01%
65
-100
511
$7.47K ﹤0.01%
471
-3,473
512
$7.42K ﹤0.01%
+19
513
$7.41K ﹤0.01%
38
514
$7.32K ﹤0.01%
323
-203
515
$7.31K ﹤0.01%
173
516
$7.29K ﹤0.01%
547
-359
517
$7.18K ﹤0.01%
228
-200
518
$7.06K ﹤0.01%
269
519
$7.06K ﹤0.01%
384
-168
520
$7.04K ﹤0.01%
+33
521
$6.95K ﹤0.01%
220
-1
522
$6.93K ﹤0.01%
314
+106
523
$6.93K ﹤0.01%
+30
524
$6.79K ﹤0.01%
27
525
$6.73K ﹤0.01%
208
+2
19 20
21
22 23