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
$437M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.76M
3
+$1.47M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$1.25M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.16M

Top Sells

1
+$2.74M
2
+$1.37M
3
+$908K
4
CDNS icon
Cadence Design Systems
CDNS
+$885K
5
JNJ icon
Johnson & Johnson
JNJ
+$866K

Sector Composition

1 Technology 9.6%
2 Industrials 3.82%
3 Energy 2.05%
4 Consumer Discretionary 1.73%
5 Consumer Staples 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$302K 0.07%
5,005
-400
102
$299K 0.07%
1,337
+6
103
$297K 0.07%
1,226
+240
104
$297K 0.07%
5,893
-5
105
$292K 0.07%
5,577
106
$292K 0.07%
2,268
-929
107
$277K 0.06%
1,398
+6
108
$276K 0.06%
1,151
+1
109
$276K 0.06%
1,058
-10
110
$268K 0.06%
10,754
+7,964
111
$251K 0.06%
645
+1
112
$250K 0.06%
9,507
113
$243K 0.06%
2,687
-2
114
$237K 0.05%
749
115
$234K 0.05%
1,227
+6
116
$234K 0.05%
2,215
+54
117
$227K 0.05%
1,339
+5
118
$215K 0.05%
1,018
-1
119
$211K 0.05%
2,998
+46
120
$208K 0.05%
492
-9
121
$203K 0.05%
613
122
$201K 0.05%
2,577
123
$195K 0.04%
5,135
-423
124
$194K 0.04%
5,409
125
$191K 0.04%
1,748
+25
3 4
5
6 7