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
651
$2.27K ﹤0.01%
+79
652
$2.25K ﹤0.01%
102
-63
653
$2.23K ﹤0.01%
+13
654
$2.21K ﹤0.01%
+22
655
$2.19K ﹤0.01%
36
656
$2.13K ﹤0.01%
47
657
$2.12K ﹤0.01%
61
658
$2.09K ﹤0.01%
46
+6
659
$2.07K ﹤0.01%
35
-1
660
$2.07K ﹤0.01%
601
661
$2.06K ﹤0.01%
30
662
$2.05K ﹤0.01%
40
-275
663
$2.04K ﹤0.01%
47
664
$2.03K ﹤0.01%
146
665
$1.99K ﹤0.01%
18
666
$1.99K ﹤0.01%
106
-981
667
$1.95K ﹤0.01%
32
668
$1.94K ﹤0.01%
250
-200
669
$1.92K ﹤0.01%
+16
670
$1.92K ﹤0.01%
+18
671
$1.84K ﹤0.01%
37
+1
672
$1.84K ﹤0.01%
34
-34
673
$1.83K ﹤0.01%
18
+17
674
$1.81K ﹤0.01%
129
-268
675
$1.8K ﹤0.01%
162
-1,356
25 26
27
28 29