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
751
$1.33K ﹤0.01%
+13
752
$1.33K ﹤0.01%
+49
753
$1.32K ﹤0.01%
+25
754
$1.31K ﹤0.01%
+20
755
$1.3K ﹤0.01%
20
756
$1.3K ﹤0.01%
+106
757
$1.29K ﹤0.01%
+24
758
$1.26K ﹤0.01%
+74
759
$1.23K ﹤0.01%
+31
760
$1.22K ﹤0.01%
+97
761
$1.2K ﹤0.01%
12
762
$1.19K ﹤0.01%
+26
763
$1.19K ﹤0.01%
+56
764
$1.18K ﹤0.01%
18
765
$1.18K ﹤0.01%
+15
766
$1.18K ﹤0.01%
+115
767
$1.14K ﹤0.01%
+16
768
$1.11K ﹤0.01%
+37
769
$1.11K ﹤0.01%
200
770
$1.11K ﹤0.01%
59
771
$1.1K ﹤0.01%
+29
772
$1.06K ﹤0.01%
+36
773
$1.06K ﹤0.01%
128
+5
774
$1.04K ﹤0.01%
+15
775
$1.03K ﹤0.01%
+6
29 30
31
32 33