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
701
$1.29K ﹤0.01%
+22
702
$1.27K ﹤0.01%
100
-780
703
$1.24K ﹤0.01%
59
704
$1.23K ﹤0.01%
12
705
$1.21K ﹤0.01%
18
-1,268
706
$1.21K ﹤0.01%
+10
707
$1.16K ﹤0.01%
6
+4
708
$1.12K ﹤0.01%
100
709
$1.12K ﹤0.01%
102
-197
710
$1.11K ﹤0.01%
+7
711
$1.08K ﹤0.01%
149
+3
712
$1.06K ﹤0.01%
45
-37
713
$1.04K ﹤0.01%
123
714
$1.03K ﹤0.01%
+10
715
$1.02K ﹤0.01%
+10
716
$984 ﹤0.01%
16
-741
717
$980 ﹤0.01%
+15
718
$979 ﹤0.01%
6
-95
719
$975 ﹤0.01%
+25
720
$973 ﹤0.01%
+5
721
$962 ﹤0.01%
+1
722
$954 ﹤0.01%
136
723
$930 ﹤0.01%
33
724
$926 ﹤0.01%
42
725
$858 ﹤0.01%
+22
27 28
29
30 31