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
626
$3.79K ﹤0.01%
+49
627
$3.71K ﹤0.01%
+68
628
$3.7K ﹤0.01%
+105
629
$3.67K ﹤0.01%
+500
630
$3.66K ﹤0.01%
+75
631
$3.65K ﹤0.01%
+104
632
$3.63K ﹤0.01%
+98
633
$3.6K ﹤0.01%
+114
634
$3.59K ﹤0.01%
+67
635
$3.58K ﹤0.01%
+50
636
$3.56K ﹤0.01%
+87
637
$3.49K ﹤0.01%
+63
638
$3.42K ﹤0.01%
+137
639
$3.38K ﹤0.01%
+15
640
$3.32K ﹤0.01%
+299
641
$3.3K ﹤0.01%
+43
642
$3.27K ﹤0.01%
+145
643
$3.23K ﹤0.01%
+60
644
$3.21K ﹤0.01%
+397
645
$3.18K ﹤0.01%
+379
646
$3.13K ﹤0.01%
+53
647
$3.12K ﹤0.01%
+46
648
$3.12K ﹤0.01%
+63
649
$3.08K ﹤0.01%
+165
650
$3.06K ﹤0.01%
+53
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