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
126
$186K 0.04%
1,480
-180
127
$185K 0.04%
865
-64
128
$177K 0.04%
840
129
$174K 0.04%
225
-1
130
$168K 0.04%
947
+5
131
$167K 0.04%
14,618
-5,299
132
$165K 0.04%
2,523
+1
133
$163K 0.04%
978
134
$161K 0.04%
2,627
+13
135
$151K 0.03%
1,082
-17
136
$144K 0.03%
296
-636
137
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3,614
-291
138
$139K 0.03%
479
+1
139
$137K 0.03%
1,090
+11
140
$136K 0.03%
715
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141
$135K 0.03%
938
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142
$133K 0.03%
2,680
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143
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1,027
144
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2,569
+2,352
145
$127K 0.03%
2,156
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146
$125K 0.03%
1,107
147
$121K 0.03%
6,851
148
$121K 0.03%
678
+3
149
$119K 0.03%
615
+2
150
$117K 0.03%
2,359
-117
4 5
6
7 8