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
176
$79.1K 0.02%
135
177
$78.6K 0.02%
2,558
178
$78.2K 0.02%
595
+2
179
$78.1K 0.02%
1,549
180
$78.1K 0.02%
1,574
181
$77.8K 0.02%
784
+136
182
$76.3K 0.02%
1,288
+3
183
$75.8K 0.02%
2,385
+22
184
$75.8K 0.02%
761
-325
185
$74.9K 0.02%
295
186
$73.4K 0.02%
460
187
$72.5K 0.02%
163
-170
188
$72.4K 0.02%
854
+2
189
$72.3K 0.02%
1,030
190
$70.4K 0.02%
3,088
191
$70.4K 0.02%
3,294
192
$69K 0.02%
660
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$68K 0.02%
384
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194
$65.6K 0.02%
1,034
-306
195
$64.8K 0.01%
+2,108
196
$64K 0.01%
508
+3
197
$64K 0.01%
297
198
$63.6K 0.01%
1,457
+4
199
$62.7K 0.01%
1,060
200
$62.6K 0.01%
1,695