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
76
$492K 0.11%
1,219
+349
77
$488K 0.11%
4,417
+4
78
$483K 0.11%
16,733
-3,056
79
$460K 0.11%
2,349
+1
80
$448K 0.1%
2,600
81
$442K 0.1%
28,715
+28,319
82
$434K 0.1%
10,852
+9,672
83
$424K 0.1%
8,202
-5
84
$416K 0.1%
2,696
+2,157
85
$413K 0.09%
+13,514
86
$407K 0.09%
3,531
+3,407
87
$404K 0.09%
8,698
-210
88
$399K 0.09%
+17,956
89
$388K 0.09%
228
-121
90
$379K 0.09%
749
+1
91
$371K 0.09%
2,240
92
$366K 0.08%
1,263
-1
93
$345K 0.08%
18,663
+23
94
$338K 0.08%
10,055
95
$334K 0.08%
7,211
-910
96
$327K 0.08%
2,152
-6
97
$323K 0.07%
10,843
+10,792
98
$316K 0.07%
2,295
-2,077
99
$308K 0.07%
2,621
100
$307K 0.07%
903