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
151
$105K 0.02%
476
152
$104K 0.02%
3,409
+386
153
$102K 0.02%
281
+2
154
$99.9K 0.02%
825
-131
155
$93K 0.02%
3,195
+23
156
$90.3K 0.02%
1,573
+498
157
$87.8K 0.02%
2,534
-309
158
$87.6K 0.02%
1,535
159
$87.2K 0.02%
3,560
-9,867
160
$87.1K 0.02%
332
161
$86.5K 0.02%
3,903
-1,899
162
$86K 0.02%
317
-90
163
$85.6K 0.02%
1,065
164
$82.8K 0.02%
2,363
+22
165
$82.1K 0.02%
659
+1
166
$81.8K 0.02%
853
+127
167
$80.2K 0.02%
593
+2
168
$79.5K 0.02%
1,000
169
$79.4K 0.02%
1,340
-80
170
$78.9K 0.02%
2,558
171
$78.7K 0.02%
1,994
172
$78.6K 0.02%
1,574
173
$78.6K 0.02%
1,549
174
$77.8K 0.02%
3,534
-148
175
$77.5K 0.02%
135
-15
5 6
7
8 9