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
51
$799K 0.25%
+4,702
52
$791K 0.25%
+17,455
53
$781K 0.24%
+3,058
54
$774K 0.24%
+10,362
55
$748K 0.23%
+13,906
56
$726K 0.23%
+2,975
57
$720K 0.22%
+14,045
58
$709K 0.22%
+4,525
59
$691K 0.21%
+13,372
60
$689K 0.21%
+13,332
61
$676K 0.21%
+30,677
62
$674K 0.21%
+5,292
63
$668K 0.21%
+7,013
64
$645K 0.2%
+4,401
65
$630K 0.2%
+31,410
66
$629K 0.2%
+2,422
67
$610K 0.19%
+388
68
$609K 0.19%
+12,131
69
$607K 0.19%
+3,493
70
$587K 0.18%
+6,035
71
$569K 0.18%
+5,580
72
$566K 0.18%
+40,836
73
$551K 0.17%
+21,006
74
$550K 0.17%
+24,506
75
$528K 0.16%
+22,097
1 2
3
4 5