CAM

Creekmur Asset Management Portfolio holdings

AUM $603M
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
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
1076
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1080
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1081
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1082
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1083
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1084
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1086
-2,082
1087
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1088
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1091
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1092
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1093
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1094
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1095
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1096
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1097
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1098
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1099
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1100
-7