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
676
$1.76K ﹤0.01%
24
-51
677
$1.76K ﹤0.01%
20
678
$1.76K ﹤0.01%
19
+3
679
$1.69K ﹤0.01%
30
680
$1.69K ﹤0.01%
19
+16
681
$1.64K ﹤0.01%
+26
682
$1.63K ﹤0.01%
+117
683
$1.62K ﹤0.01%
200
684
$1.58K ﹤0.01%
19
685
$1.56K ﹤0.01%
+10
686
$1.55K ﹤0.01%
+29
687
$1.54K ﹤0.01%
102
-202
688
$1.52K ﹤0.01%
81
-4
689
$1.51K ﹤0.01%
107
-272
690
$1.5K ﹤0.01%
70
+24
691
$1.49K ﹤0.01%
20
692
$1.46K ﹤0.01%
+17
693
$1.45K ﹤0.01%
125
694
$1.37K ﹤0.01%
+8
695
$1.35K ﹤0.01%
200
-1,476
696
$1.35K ﹤0.01%
151
-1
697
$1.34K ﹤0.01%
+129
698
$1.32K ﹤0.01%
32
699
$1.31K ﹤0.01%
+3
700
$1.3K ﹤0.01%
100
-283
26 27
28
29 30