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
151
$115K 0.03%
794
+1
152
$114K 0.03%
1,280
-12
153
$113K 0.03%
466
-53
154
$111K 0.03%
6,942
-119
155
$105K 0.02%
477
+1
156
$102K 0.02%
412
157
$101K 0.02%
3,217
+22
158
$99.3K 0.02%
3,215
-194
159
$95.6K 0.02%
826
+1
160
$94.1K 0.02%
317
161
$93.2K 0.02%
2,534
162
$90.9K 0.02%
1,000
163
$88.6K 0.02%
265
-8
164
$88.2K 0.02%
990
-30
165
$87.8K 0.02%
1,021
-128
166
$87.8K 0.02%
3,867
-36
167
$86.8K 0.02%
1,543
+8
168
$85.1K 0.02%
284
+3
169
$84.5K 0.02%
3,557
-3
170
$84.4K 0.02%
333
+1
171
$84.2K 0.02%
1,138
+19
172
$83.6K 0.02%
1,066
+1
173
$81.6K 0.02%
3,582
+48
174
$81.1K 0.02%
4,141
+76
175
$79.7K 0.02%
1,985
-9
5 6
7
8 9