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
701
$1.61K ﹤0.01%
+85
702
$1.55K ﹤0.01%
+200
703
$1.51K ﹤0.01%
+82
704
$1.5K ﹤0.01%
+16
705
$1.48K ﹤0.01%
+19
706
$1.45K ﹤0.01%
+152
707
$1.44K ﹤0.01%
+40
708
$1.41K ﹤0.01%
+266
709
$1.41K ﹤0.01%
+30
710
$1.35K ﹤0.01%
+102
711
$1.33K ﹤0.01%
+32
712
$1.32K ﹤0.01%
+100
713
$1.3K ﹤0.01%
+131
714
$1.27K ﹤0.01%
+20
715
$1.27K ﹤0.01%
+328
716
$1.27K ﹤0.01%
+25
717
$1.25K ﹤0.01%
+146
718
$1.22K ﹤0.01%
+42
719
$1.18K ﹤0.01%
+59
720
$1.11K ﹤0.01%
+12
721
$1.1K ﹤0.01%
+100
722
$1.1K ﹤0.01%
+97
723
$1.09K ﹤0.01%
+294
724
$1.08K ﹤0.01%
+11
725
$1.07K ﹤0.01%
+37
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