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
1101
-26
1102
0
1103
-145
1104
-187
1105
-113
1106
-73
1107
-33
1108
-82
1109
-96
1110
-3
1111
-1,184
1112
-6
1113
-25
1114
-1
1115
0
1116
-26
1117
-26
1118
-21
1119
-173
1120
-30
1121
-3
1122
-3
1123
-2,082
1124
-80
1125
-7