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
$322M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$22.1M
3
+$22.1M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$21.6M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$20.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.58%
2 Industrials 3.72%
3 Energy 2.78%
4 Materials 2.62%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4.55K ﹤0.01%
+42
602
$4.47K ﹤0.01%
+65
603
$4.46K ﹤0.01%
+131
604
$4.44K ﹤0.01%
+74
605
$4.4K ﹤0.01%
+50
606
$4.39K ﹤0.01%
+189
607
$4.36K ﹤0.01%
+32
608
$4.3K ﹤0.01%
+143
609
$4.29K ﹤0.01%
+52
610
$4.29K ﹤0.01%
+304
611
$4.26K ﹤0.01%
+7
612
$4.23K ﹤0.01%
+466
613
$4.23K ﹤0.01%
+330
614
$4.22K ﹤0.01%
+100
615
$4.19K ﹤0.01%
+97
616
$4.17K ﹤0.01%
+37
617
$4.09K ﹤0.01%
+100
618
$4.06K ﹤0.01%
+5
619
$4.05K ﹤0.01%
+475
620
$4.01K ﹤0.01%
+58
621
$4K ﹤0.01%
+216
622
$3.94K ﹤0.01%
+130
623
$3.92K ﹤0.01%
+96
624
$3.9K ﹤0.01%
+300
625
$3.86K ﹤0.01%
+450
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