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
$322M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$22.1M
3
+$22.1M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$21.6M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$20.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.58%
2 Industrials 3.72%
3 Energy 2.78%
4 Materials 2.62%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$324K 0.1%
+2,058
102
$322K 0.1%
+4,972
103
$321K 0.1%
+5,384
104
$304K 0.09%
+8,066
105
$302K 0.09%
+1,049
106
$297K 0.09%
+4,350
107
$291K 0.09%
+1,616
108
$288K 0.09%
+27,415
109
$284K 0.09%
+5,692
110
$284K 0.09%
+2,758
111
$282K 0.09%
+14,529
112
$278K 0.09%
+891
113
$264K 0.08%
+11,478
114
$260K 0.08%
+4,737
115
$256K 0.08%
+10,360
116
$251K 0.08%
+2,491
117
$250K 0.08%
+5,173
118
$247K 0.08%
+3,417
119
$244K 0.08%
+1,275
120
$241K 0.08%
+11,540
121
$240K 0.07%
+8,668
122
$234K 0.07%
+4,704
123
$231K 0.07%
+6,619
124
$231K 0.07%
+8,239
125
$228K 0.07%
+643
3 4
5
6 7