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
651
$3.03K ﹤0.01%
+45
652
$2.91K ﹤0.01%
+100
653
$2.89K ﹤0.01%
+32
654
$2.87K ﹤0.01%
+104
655
$2.86K ﹤0.01%
+170
656
$2.85K ﹤0.01%
+688
657
$2.75K ﹤0.01%
+10
658
$2.73K ﹤0.01%
+74
659
$2.72K ﹤0.01%
+30
660
$2.71K ﹤0.01%
+10
661
$2.71K ﹤0.01%
+601
662
$2.69K ﹤0.01%
+200
663
$2.63K ﹤0.01%
+207
664
$2.61K ﹤0.01%
+60
665
$2.58K ﹤0.01%
+19
666
$2.58K ﹤0.01%
+53
667
$2.57K ﹤0.01%
+61
668
$2.56K ﹤0.01%
+47
669
$2.55K ﹤0.01%
+565
670
$2.54K ﹤0.01%
+11
671
$2.41K ﹤0.01%
+127
672
$2.34K ﹤0.01%
+138
673
$2.34K ﹤0.01%
+600
674
$2.33K ﹤0.01%
+36
675
$2.29K ﹤0.01%
+45
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