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
$322M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$22.1M
3
+$22.1M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$21.6M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$20.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.58%
2 Industrials 3.72%
3 Energy 2.78%
4 Materials 2.62%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$525K 0.16%
+7,295
77
$523K 0.16%
+5,185
78
$521K 0.16%
+7,621
79
$517K 0.16%
+25,939
80
$473K 0.15%
+17,444
81
$458K 0.14%
+24,792
82
$440K 0.14%
+2,512
83
$434K 0.13%
+26,687
84
$418K 0.13%
+2,336
85
$404K 0.13%
+10,874
86
$403K 0.13%
+2,366
87
$392K 0.12%
+39,404
88
$387K 0.12%
+1,304
89
$381K 0.12%
+4,456
90
$373K 0.12%
+13,480
91
$361K 0.11%
+7,202
92
$359K 0.11%
+2,648
93
$358K 0.11%
+19,744
94
$353K 0.11%
+11,821
95
$350K 0.11%
+16,890
96
$341K 0.11%
+2,601
97
$337K 0.1%
+5,544
98
$332K 0.1%
+631
99
$327K 0.1%
+9,268
100
$327K 0.1%
+8,116
2 3
4
5 6