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
76
$465K 0.11%
2,348
+1
77
$459K 0.11%
4,413
+4
78
$437K 0.1%
748
+45
79
$432K 0.1%
8,207
-42
80
$412K 0.1%
8,908
-2,201
81
$402K 0.09%
3,197
+623
82
$398K 0.09%
2,600
83
$385K 0.09%
1,264
-56
84
$383K 0.09%
18,640
+10
85
$381K 0.09%
8,121
+2
86
$367K 0.09%
2,158
-40
87
$352K 0.08%
2,240
-289
88
$346K 0.08%
1,331
+85
89
$346K 0.08%
3,336
+969
90
$345K 0.08%
903
91
$344K 0.08%
1,068
-1
92
$314K 0.07%
2,621
93
$311K 0.07%
5,405
-8,095
94
$309K 0.07%
12,271
95
$306K 0.07%
5,577
+656
96
$298K 0.07%
10,055
97
$296K 0.07%
5,898
-70
98
$279K 0.07%
1,392
+12
99
$270K 0.06%
9,507
-689
100
$264K 0.06%
2,689
-6