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
$437M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.76M
3
+$1.47M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$1.25M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.16M

Top Sells

1
+$2.74M
2
+$1.37M
3
+$908K
4
CDNS icon
Cadence Design Systems
CDNS
+$885K
5
JNJ icon
Johnson & Johnson
JNJ
+$866K

Sector Composition

1 Technology 9.6%
2 Industrials 3.82%
3 Energy 2.05%
4 Consumer Discretionary 1.73%
5 Consumer Staples 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4.75K ﹤0.01%
34
-99
502
$4.75K ﹤0.01%
63
503
$4.71K ﹤0.01%
82
-64
504
$4.71K ﹤0.01%
128
505
$4.68K ﹤0.01%
9
506
$4.63K ﹤0.01%
+109
507
$4.63K ﹤0.01%
42
508
$4.62K ﹤0.01%
99
+2
509
$4.55K ﹤0.01%
269
510
$4.54K ﹤0.01%
262
-148
511
$4.46K ﹤0.01%
210
512
$4.46K ﹤0.01%
37
513
$4.34K ﹤0.01%
58
514
$4.31K ﹤0.01%
70
515
$4.26K ﹤0.01%
83
-1
516
$4.23K ﹤0.01%
47
517
$4.22K ﹤0.01%
60
+1
518
$4.13K ﹤0.01%
18
-18
519
$4.09K ﹤0.01%
38
+4
520
$4.06K ﹤0.01%
14
521
$4.01K ﹤0.01%
81
522
$4K ﹤0.01%
23
523
$4K ﹤0.01%
24
524
$3.95K ﹤0.01%
23
525
$3.87K ﹤0.01%
64
19 20
21
22 23