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
$437M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.76M
3
+$1.47M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$1.25M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.16M

Top Sells

1
+$2.74M
2
+$1.37M
3
+$908K
4
CDNS icon
Cadence Design Systems
CDNS
+$885K
5
JNJ icon
Johnson & Johnson
JNJ
+$866K

Sector Composition

1 Technology 9.6%
2 Industrials 3.82%
3 Energy 2.05%
4 Consumer Discretionary 1.73%
5 Consumer Staples 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$929K 0.21%
2,716
+890
52
$927K 0.21%
9,077
+2
53
$901K 0.21%
7,566
-955
54
$881K 0.2%
1,687
-167
55
$766K 0.18%
+67,625
56
$759K 0.17%
6,659
-2,039
57
$744K 0.17%
21,052
+10
58
$737K 0.17%
5,160
+975
59
$695K 0.16%
21,884
-14,507
60
$635K 0.15%
5,255
-882
61
$622K 0.14%
+2,659
62
$611K 0.14%
10,334
-510
63
$601K 0.14%
24,983
64
$601K 0.14%
543
-57
65
$589K 0.13%
5,916
+28
66
$578K 0.13%
2,192
-5,191
67
$550K 0.13%
+18,026
68
$549K 0.13%
7,261
+6,198
69
$533K 0.12%
910
-137
70
$525K 0.12%
6,673
+34
71
$510K 0.12%
2,525
-29
72
$499K 0.11%
4,448
-924
73
$498K 0.11%
3,443
-5,985
74
$493K 0.11%
9,823
-971
75
$493K 0.11%
2,667
-39
1 2
3
4 5