CAM

Creekmur Asset Management Portfolio holdings

AUM $1.33M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
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
+$9.49M
2
+$2.42M
3
+$2.31M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$2.2M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.12M

Top Sells

1
+$2.54M
2
+$697K
3
+$609K
4
CMG icon
Chipotle Mexican Grill
CMG
+$448K
5
CAH icon
Cardinal Health
CAH
+$432K

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
1026
– –
-21
1027
– –
-63
1028
– –
-169
1029
– –
-52
1030
– –
-130
1031
– –
-167
1032
– –
-67
1033
– –
-10
1034
– –
-65
1035
– –
-240
1036
– –
-13
1037
– –
-18
1038
– –
-2
1039
– –
-27
1040
– –
-100
1041
– –
-8
1042
– –
-8
1043
– –
-28
1044
– –
-137
1045
– –
-430
1046
– –
-75
1047
– –
-45
1048
– –
-100
1049
– –
-354
1050
– –
-38
40 41
42
43 44