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
$292M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.91M
3
+$489K
4
PG icon
Procter & Gamble
PG
+$388K
5
META icon
Meta Platforms (Facebook)
META
+$186K

Top Sells

1
+$7.61M
2
+$7.23M
3
+$3.49M
4
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$3.34M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$3.18M

Sector Composition

1 Technology 9.73%
2 Industrials 4.54%
3 Energy 2.66%
4 Consumer Discretionary 1.93%
5 Financials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$97.6K 0.03%
2,057
-2,312
177
$97.3K 0.03%
1,794
-3,898
178
$97K 0.03%
426
+256
179
$96.4K 0.03%
1,304
180
$96.2K 0.03%
4,728
-1,269
181
$95.3K 0.03%
3,264
+152
182
$90K 0.03%
1,535
+1
183
$88.9K 0.03%
941
-966
184
$88.7K 0.03%
1,777
-155
185
$88K 0.03%
1,525
-6,096
186
$87.9K 0.03%
1,458
-677
187
$87.6K 0.03%
10,684
-16,464
188
$86.7K 0.03%
416
-44
189
$86.4K 0.03%
1,909
-903
190
$85.1K 0.03%
2,362
-979
191
$84.2K 0.03%
4,563
-1,716
192
$82.3K 0.03%
2,742
-1,106
193
$82.3K 0.03%
623
-614
194
$82K 0.03%
306
-23
195
$79.9K 0.03%
1,417
-362
196
$79.6K 0.03%
2,876
+39
197
$78.9K 0.03%
2,558
198
$78.3K 0.03%
1,549
199
$78K 0.03%
1,574
200
$76.8K 0.03%
255
+121
6 7
8
9 10