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CAM

Campion Asset Management Portfolio holdings

AUM $147M
1-Year Est. Return 20.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$7.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$232K
2
+$223K
3
+$209K
4
LTC
LTC Properties
LTC
+$198K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$195K

Top Sells

1
+$496K
2
+$419K
3
+$262K
4
LYB icon
LyondellBasell Industries
LYB
+$260K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$186K

Sector Composition

1 Technology 8.63%
2 Industrials 8.3%
3 Healthcare 4.45%
4 Financials 3.78%
5 Energy 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.72%
4,153
-22
27
$993K 0.71%
1,976
28
$976K 0.69%
6,283
+42
29
$966K 0.69%
14,112
-137
30
$932K 0.66%
5,024
-56
31
$925K 0.66%
2,805
-145
32
$710K 0.5%
5,080
-80
33
$674K 0.48%
1,100
-173
34
$665K 0.47%
2,187
35
$623K 0.44%
1,023
-25
36
$609K 0.43%
4,545
-95
37
$592K 0.42%
7,605
-195
38
$564K 0.4%
1,525
-10
39
$548K 0.39%
4,574
+84
40
$547K 0.39%
5,778
-111
41
$537K 0.38%
3,950
-66
42
$533K 0.38%
11,841
-365
43
$527K 0.37%
2,401
+200
44
$522K 0.37%
1,806
45
$521K 0.37%
2,790
-300
46
$519K 0.37%
2,825
-10
47
$518K 0.37%
11,790
-1,222
48
$507K 0.36%
2,363
-40
49
$506K 0.36%
4,912
50
$499K 0.35%
1,769
-30
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