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
626
$2.89K ﹤0.01%
395
-80
627
$2.84K ﹤0.01%
208
+8
628
$2.83K ﹤0.01%
52
-1
629
$2.81K ﹤0.01%
20
630
$2.8K ﹤0.01%
30
+5
631
$2.74K ﹤0.01%
+23
632
$2.71K ﹤0.01%
+40
633
$2.7K ﹤0.01%
+100
634
$2.67K ﹤0.01%
28
+4
635
$2.61K ﹤0.01%
+39
636
$2.57K ﹤0.01%
300
-200
637
$2.56K ﹤0.01%
81
-209
638
$2.55K ﹤0.01%
47
639
$2.55K ﹤0.01%
359
-1,551
640
$2.54K ﹤0.01%
130
+3
641
$2.52K ﹤0.01%
108
+2
642
$2.47K ﹤0.01%
139
+1
643
$2.45K ﹤0.01%
+32
644
$2.45K ﹤0.01%
38
-15
645
$2.44K ﹤0.01%
45
646
$2.42K ﹤0.01%
+15
647
$2.38K ﹤0.01%
55
648
$2.32K ﹤0.01%
20
-28
649
$2.31K ﹤0.01%
28
650
$2.28K ﹤0.01%
48
24 25
26
27 28