CAM

Creekmur Asset Management Portfolio holdings

AUM $1.33M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$603M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.45M
3
+$2.3M
4
CAT icon
Caterpillar
CAT
+$1.93M
5
NVDA icon
NVIDIA
NVDA
+$1.57M

Top Sells

1
+$1.54M
2
+$1.39M
3
+$1.11M
4
WPM icon
Wheaton Precious Metals
WPM
+$880K
5
SPOT icon
Spotify
SPOT
+$593K

Sector Composition

1 Technology 13.73%
2 Industrials 6.22%
3 Consumer Discretionary 4.28%
4 Financials 2.57%
5 Healthcare 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$11 ﹤0.01%
1
802
$10 ﹤0.01%
1
-1
803
– –
0
804
– –
0
805
– –
0
806
$9 ﹤0.01%
1
807
$9 ﹤0.01%
1
808
– –
0
809
– –
0
810
– –
0
811
$7 ﹤0.01%
1
812
$6 ﹤0.01%
1
813
– –
0
814
$6 ﹤0.01%
1
815
– –
0
816
$6 ﹤0.01%
1
817
$6 ﹤0.01%
1
818
$5 ﹤0.01%
3
819
– –
0
820
– –
0
821
– –
0
822
– –
0
823
– –
0
824
– –
0
825
$4 ﹤0.01%
1
31 32
33
34 35