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
201
$62.5K 0.01%
1,599
202
$62K 0.01%
865
+2
203
$61.7K 0.01%
2,503
-7
204
$61.3K 0.01%
635
-218
205
$61.1K 0.01%
740
206
$60.3K 0.01%
704
-101
207
$59.2K 0.01%
262
208
$59.1K 0.01%
2,078
209
$58.5K 0.01%
2,108
-128
210
$58.4K 0.01%
209
+1
211
$58.1K 0.01%
263
+7
212
$58.1K 0.01%
247
213
$57.9K 0.01%
1,960
214
$57.7K 0.01%
205
-49
215
$56.9K 0.01%
720
216
$55.1K 0.01%
1,054
-519
217
$54.9K 0.01%
625
218
$54.5K 0.01%
1,320
219
$54.2K 0.01%
1,000
220
$53.8K 0.01%
780
+4
221
$53.5K 0.01%
1,107
222
$53.4K 0.01%
977
+19
223
$53.4K 0.01%
1,700
-2,714
224
$53.2K 0.01%
2,177
225
$53K 0.01%
501
7 8
9
10 11