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
$477M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,029
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$4.85M
3
+$1.99M
4
LDOS icon
Leidos
LDOS
+$1.51M
5
MMM icon
3M
MMM
+$1.42M

Top Sells

1
+$6.15M
2
+$6M
3
+$5.01M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.21M

Sector Composition

1 Technology 8.48%
2 Industrials 4.24%
3 Healthcare 3.16%
4 Consumer Discretionary 2.88%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.07K ﹤0.01%
32
602
$1.96K ﹤0.01%
30
603
$1.93K ﹤0.01%
+16
604
$1.82K ﹤0.01%
47
605
$1.82K ﹤0.01%
146
606
$1.77K ﹤0.01%
3
607
$1.7K ﹤0.01%
6
608
$1.67K ﹤0.01%
+20
609
$1.64K ﹤0.01%
20
610
$1.56K ﹤0.01%
47
611
$1.56K ﹤0.01%
16
612
$1.45K ﹤0.01%
40
613
$1.42K ﹤0.01%
+84
614
$1.41K ﹤0.01%
200
615
$1.36K ﹤0.01%
131
-1
616
$1.35K ﹤0.01%
8
-2,651
617
$1.34K ﹤0.01%
242
-5
618
$1.27K ﹤0.01%
123
-5
619
$1.21K ﹤0.01%
37
-1
620
$1.18K ﹤0.01%
18
621
$1.12K ﹤0.01%
59
622
$1.1K ﹤0.01%
+2
623
$1.1K ﹤0.01%
20
624
$1.07K ﹤0.01%
72
+54
625
$1.07K ﹤0.01%
+8
23 24
25
26 27