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
126
$167K 0.04%
978
+1
127
$164K 0.04%
2,614
-45
128
$159K 0.04%
3,905
+952
129
$147K 0.03%
1,079
130
$147K 0.03%
942
+6
131
$146K 0.03%
2,056
+1,332
132
$137K 0.03%
+4,414
133
$137K 0.03%
2,120
+9
134
$137K 0.03%
1,149
+7
135
$135K 0.03%
478
-23
136
$128K 0.03%
2,476
-362
137
$126K 0.03%
1,107
138
$124K 0.03%
6,851
139
$123K 0.03%
1,086
-598
140
$121K 0.03%
675
+2
141
$121K 0.03%
721
-85
142
$119K 0.03%
997
-2,309
143
$117K 0.03%
793
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144
$116K 0.03%
613
-10
145
$114K 0.03%
2,280
-182
146
$113K 0.03%
1,292
-12
147
$112K 0.03%
7,061
-4,178
148
$111K 0.03%
412
+1
149
$110K 0.03%
519
-85
150
$107K 0.03%
1,027
4 5
6
7 8