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
576
$4.34K ﹤0.01%
63
-400
577
$4.33K ﹤0.01%
100
578
$4.31K ﹤0.01%
103
+6
579
$4.29K ﹤0.01%
+25
580
$4.26K ﹤0.01%
308
-286
581
$4.26K ﹤0.01%
330
582
$4.2K ﹤0.01%
98
583
$4.1K ﹤0.01%
58
584
$4.05K ﹤0.01%
908
-2,795
585
$4.05K ﹤0.01%
+157
586
$4.04K ﹤0.01%
102
-2
587
$3.98K ﹤0.01%
147
-337
588
$3.93K ﹤0.01%
75
589
$3.92K ﹤0.01%
+223
590
$3.84K ﹤0.01%
497
-3,353
591
$3.84K ﹤0.01%
244
-1,673
592
$3.83K ﹤0.01%
87
593
$3.83K ﹤0.01%
96
594
$3.82K ﹤0.01%
105
595
$3.79K ﹤0.01%
31
-1
596
$3.72K ﹤0.01%
63
597
$3.69K ﹤0.01%
+956
598
$3.67K ﹤0.01%
67
599
$3.6K ﹤0.01%
+95
600
$3.53K ﹤0.01%
+61
22 23
24
25 26