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
551
$5.37K ﹤0.01%
472
-3,448
552
$5.35K ﹤0.01%
382
-170
553
$5.33K ﹤0.01%
168
-233
554
$5.32K ﹤0.01%
30
-34
555
$5.31K ﹤0.01%
50
556
$5.31K ﹤0.01%
+110
557
$5.04K ﹤0.01%
19
-138
558
$5.04K ﹤0.01%
87
-564
559
$5.04K ﹤0.01%
178
-50
560
$5.02K ﹤0.01%
+23
561
$4.9K ﹤0.01%
400
-760
562
$4.84K ﹤0.01%
37
-112
563
$4.79K ﹤0.01%
174
-1,025
564
$4.79K ﹤0.01%
189
565
$4.76K ﹤0.01%
66
-1,056
566
$4.7K ﹤0.01%
65
567
$4.67K ﹤0.01%
32
568
$4.61K ﹤0.01%
879
-6,956
569
$4.55K ﹤0.01%
19
+4
570
$4.54K ﹤0.01%
127
-2,409
571
$4.54K ﹤0.01%
42
572
$4.54K ﹤0.01%
38
+1
573
$4.46K ﹤0.01%
49
574
$4.4K ﹤0.01%
184
-2,182
575
$4.38K ﹤0.01%
+80
21 22
23
24 25