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
726
$836 ﹤0.01%
200
+4
727
$833 ﹤0.01%
+33
728
$828 ﹤0.01%
123
-839
729
$817 ﹤0.01%
294
730
$817 ﹤0.01%
+25
731
$811 ﹤0.01%
+15
732
$769 ﹤0.01%
+6
733
$753 ﹤0.01%
+4
734
$748 ﹤0.01%
+8
735
$736 ﹤0.01%
24
+1
736
$732 ﹤0.01%
5
737
$700 ﹤0.01%
+2
738
$699 ﹤0.01%
25
739
$681 ﹤0.01%
+9
740
$663 ﹤0.01%
7
+1
741
$655 ﹤0.01%
+3
742
$641 ﹤0.01%
224
+2
743
$639 ﹤0.01%
+14
744
$619 ﹤0.01%
+8
745
$607 ﹤0.01%
13
746
$589 ﹤0.01%
+24
747
$581 ﹤0.01%
+31
748
$577 ﹤0.01%
+10
749
$568 ﹤0.01%
+36
750
$541 ﹤0.01%
+7
28 29
30
31 32