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
$425M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$2.46M
3
+$2.37M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$2.24M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.17M

Top Sells

1
+$2.67M
2
+$724K
3
+$654K
4
CMG icon
Chipotle Mexican Grill
CMG
+$466K
5
CAH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$29 ﹤0.01%
5
952
$29 ﹤0.01%
2
-2,728
953
$28 ﹤0.01%
1
954
$28 ﹤0.01%
1
955
$25 ﹤0.01%
1
956
$24 ﹤0.01%
2
957
$23 ﹤0.01%
3
-11
958
$23 ﹤0.01%
1
959
– –
0
960
– –
0
961
$21 ﹤0.01%
1
-81
962
$18 ﹤0.01%
1
963
$17 ﹤0.01%
1
964
$17 ﹤0.01%
1
-158
965
$17 ﹤0.01%
3
-255
966
– –
0
967
$15 ﹤0.01%
1
968
– –
0
969
$15 ﹤0.01%
2
-476
970
– –
0
971
– –
0
972
$12 ﹤0.01%
2
-414
973
$12 ﹤0.01%
1
974
– –
-73
975
$12 ﹤0.01%
1
37 38
39
40 41