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
526
$6.72K ﹤0.01%
160
527
$6.64K ﹤0.01%
23
528
$6.64K ﹤0.01%
562
-1,820
529
$6.52K ﹤0.01%
370
+7
530
$6.39K ﹤0.01%
160
531
$6.39K ﹤0.01%
211
+68
532
$6.32K ﹤0.01%
+26
533
$6.3K ﹤0.01%
168
-989
534
$6.29K ﹤0.01%
63
535
$6.25K ﹤0.01%
568
-883
536
$6.17K ﹤0.01%
201
-104
537
$6.01K ﹤0.01%
157
-106
538
$5.98K ﹤0.01%
551
-882
539
$5.97K ﹤0.01%
154
+104
540
$5.92K ﹤0.01%
341
-526
541
$5.84K ﹤0.01%
528
-5,045
542
$5.79K ﹤0.01%
61
-57
543
$5.71K ﹤0.01%
519
-3,238
544
$5.61K ﹤0.01%
152
-79
545
$5.6K ﹤0.01%
240
-1,812
546
$5.58K ﹤0.01%
284
-1,284
547
$5.58K ﹤0.01%
+38
548
$5.54K ﹤0.01%
594
+5
549
$5.53K ﹤0.01%
+67
550
$5.46K ﹤0.01%
+1,500
20 21
22
23 24