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
1001
$3 ﹤0.01%
1
1002
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0
1003
– –
0
1004
– –
0
1005
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0
1006
– –
0
1007
– –
0
1008
$2 ﹤0.01%
1
1009
– –
0
1010
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-680
1011
– –
-100
1012
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-354
1013
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-38
1014
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-40
1015
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-6
1016
– –
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1017
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1018
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1019
– –
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1020
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1021
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-10
1022
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1023
– –
-240
1024
– –
-13
1025
– –
-27
39 40
41
42 43