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
601
$3.53K ﹤0.01%
42
-587
602
$3.53K ﹤0.01%
216
603
$3.53K ﹤0.01%
+157
604
$3.51K ﹤0.01%
140
+3
605
$3.48K ﹤0.01%
60
606
$3.46K ﹤0.01%
50
607
$3.44K ﹤0.01%
5
-2
608
$3.43K ﹤0.01%
51
-890
609
$3.43K ﹤0.01%
96
-107
610
$3.41K ﹤0.01%
100
611
$3.41K ﹤0.01%
69
-316
612
$3.36K ﹤0.01%
355
-111
613
$3.34K ﹤0.01%
144
-787
614
$3.33K ﹤0.01%
688
615
$3.32K ﹤0.01%
145
616
$3.24K ﹤0.01%
208
-651
617
$3.24K ﹤0.01%
74
618
$3.14K ﹤0.01%
30
619
$3.12K ﹤0.01%
+72
620
$3.1K ﹤0.01%
105
-409
621
$3.09K ﹤0.01%
105
+1
622
$3.05K ﹤0.01%
10
623
$3.04K ﹤0.01%
51
+47
624
$3.01K ﹤0.01%
46
625
$2.96K ﹤0.01%
19
23 24
25
26 27