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
126
$223K 0.07%
+41,054
127
$222K 0.07%
+8,907
128
$221K 0.07%
+3,277
129
$220K 0.07%
+1,151
130
$219K 0.07%
+1,173
131
$216K 0.07%
+6,409
132
$216K 0.07%
+27,148
133
$215K 0.07%
+3,059
134
$215K 0.07%
+8,593
135
$209K 0.07%
+9,596
136
$208K 0.06%
+2,695
137
$207K 0.06%
+9,820
138
$205K 0.06%
+14,393
139
$202K 0.06%
+1,188
140
$202K 0.06%
+1,726
141
$197K 0.06%
+1,320
142
$194K 0.06%
+485
143
$192K 0.06%
+5,855
144
$192K 0.06%
+6,084
145
$186K 0.06%
+4,369
146
$174K 0.05%
+8,380
147
$171K 0.05%
+1,708
148
$171K 0.05%
+4,429
149
$170K 0.05%
+885
150
$169K 0.05%
+650
4 5
6
7 8