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
901
$12 ﹤0.01%
1
902
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1
903
$11 ﹤0.01%
2
904
– –
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905
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3
906
$10 ﹤0.01%
3
-226
907
– –
0
908
– –
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909
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910
$9 ﹤0.01%
1
911
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912
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913
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914
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915
$8 ﹤0.01%
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916
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917
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918
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919
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920
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921
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922
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1
-1
35 36
37
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