CAM
Creekmur Asset Management Portfolio holdings
AUM
$566M
1-Year Return
17.14%
This Quarter Return
+4.93%
1 Year Return
+17.14%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$425M
AUM Growth
+$38.2M
(+9.9%)
Cap. Flow
+$20.3M
Cap. Flow
% of AUM
4.78%
Top 10 Holdings %
Top 10 Hldgs %
62.06%
Holding
1,137
New
85
Increased
182
Reduced
306
Closed
128
Top Buys
| 1 |
Global X 1-3 Month T-Bill ETF
CLIP
|
$9.51M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.46M |
| 3 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
$2.37M |
| 4 |
FT Vest Fund of Deep Buffer ETFs
BUFD
|
$2.24M |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
$2.17M |
Top Sells
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$2.67M |
| 2 |
FIS Christian Stock Fund
PRAY
|
$724K |
| 3 |
Texas Pacific Land
TPL
|
$654K |
| 4 |
Chipotle Mexican Grill
CMG
|
$466K |
| 5 |
Cardinal Health
CAH
|
$457K |
Sector Composition
| 1 | Technology | 8.7% |
| 2 | Industrials | 4.33% |
| 3 | Energy | 2.07% |
| 4 | Healthcare | 1.98% |
| 5 | Consumer Staples | 1.74% |
