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
$425M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$2.46M
3
+$2.37M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$2.24M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.17M

Top Sells

1
+$2.67M
2
+$724K
3
+$654K
4
CMG icon
Chipotle Mexican Grill
CMG
+$466K
5
CAH icon
Cardinal Health
CAH
+$457K

Sector Composition

1 Technology 8.7%
2 Industrials 4.33%
3 Energy 2.07%
4 Healthcare 1.98%
5 Consumer Staples 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.24%
6,137
+547
52
$947K 0.22%
12,222
-1,010
53
$928K 0.22%
6,269
+4,820
54
$911K 0.21%
1,854
+1,377
55
$871K 0.2%
8,521
-747
56
$871K 0.2%
9,075
+5
57
$813K 0.19%
3,001
+2,292
58
$805K 0.19%
10,039
-770
59
$716K 0.17%
349
-17
60
$698K 0.16%
21,042
+9
61
$642K 0.15%
10,844
-217
62
$632K 0.15%
5,372
-256
63
$629K 0.15%
5,888
+15
64
$607K 0.14%
24,983
65
$599K 0.14%
1,047
-6
66
$590K 0.14%
19,789
-24,275
67
$588K 0.14%
10,794
-387
68
$551K 0.13%
6,639
+24
69
$545K 0.13%
932
-99
70
$531K 0.12%
600
-739
71
$530K 0.12%
2,554
-14
72
$518K 0.12%
4,372
-228
73
$512K 0.12%
1,826
-78
74
$482K 0.11%
4,185
-808
75
$472K 0.11%
2,706
-150
1 2
3
4 5