CAM
Creekmur Asset Management Portfolio holdings
AUM
$566M
This Quarter Return
+1.84%
1 Year Return
+17.14%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$437M
AUM Growth
+$437M
(+2.7%)
Cap. Flow
+$23.3M
Cap. Flow
% of AUM
5.35%
Top 10 Holdings %
Top 10 Hldgs %
62.21%
Holding
1,064
New
49
Increased
172
Reduced
219
Closed
123
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$16.6M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.84M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.76M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.47M |
| 5 |
FT Vest Fund of Deep Buffer ETFs
BUFD
|
$1.25M |
Top Sells
| 1 |
Global X 1-3 Month T-Bill ETF
CLIP
|
$2.74M |
| 2 |
General Dynamics
GD
|
$1.37M |
| 3 |
Broadcom
AVGO
|
$908K |
| 4 |
Cadence Design Systems
CDNS
|
$885K |
| 5 |
Johnson & Johnson
JNJ
|
$866K |
Sector Composition
| 1 | Technology | 9.6% |
| 2 | Industrials | 3.83% |
| 3 | Energy | 2.05% |
| 4 | Consumer Discretionary | 1.73% |
| 5 | Consumer Staples | 1.65% |
