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
$387M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,168
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$11.2M
3
+$11.1M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$11.1M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.87M

Top Sells

1
+$12M
2
+$963K
3
+$756K
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$556K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$496K

Sector Composition

1 Technology 9.53%
2 Industrials 3.82%
3 Energy 2.17%
4 Consumer Discretionary 2%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2.04K ﹤0.01%
503
-4,964
702
$2.02K ﹤0.01%
+23
703
$1.99K ﹤0.01%
+79
704
$1.98K ﹤0.01%
+26
705
$1.97K ﹤0.01%
69
-174
706
$1.96K ﹤0.01%
+26
707
$1.95K ﹤0.01%
32
708
$1.94K ﹤0.01%
+15
709
$1.94K ﹤0.01%
34
710
$1.93K ﹤0.01%
30
711
$1.92K ﹤0.01%
+169
712
$1.92K ﹤0.01%
18
713
$1.88K ﹤0.01%
+4
714
$1.87K ﹤0.01%
+15
715
$1.83K ﹤0.01%
+40
716
$1.81K ﹤0.01%
37
717
$1.79K ﹤0.01%
47
718
$1.77K ﹤0.01%
+95
719
$1.77K ﹤0.01%
146
720
$1.7K ﹤0.01%
36
+1
721
$1.7K ﹤0.01%
19
722
$1.69K ﹤0.01%
+138
723
$1.69K ﹤0.01%
20
724
$1.67K ﹤0.01%
139
+39
725
$1.65K ﹤0.01%
9
+4
27 28
29
30 31