CAM

Campion Asset Management Portfolio holdings

AUM $133M
1-Year Est. Return 14.86%
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
-$2.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$378K
2
+$336K
3
+$170K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$135K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$93.2K

Top Sells

1
+$575K
2
+$333K
3
+$237K
4
LOW icon
Lowe's Companies
LOW
+$217K
5
DOW icon
Dow Inc
DOW
+$211K

Sector Composition

1 Technology 8.6%
2 Industrials 8.24%
3 Healthcare 7.44%
4 Energy 3.93%
5 Financials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$509K 0.4%
31,628
52
$502K 0.39%
14,503
-185
53
$490K 0.39%
24,495
54
$467K 0.37%
7,855
-150
55
$466K 0.37%
2,671
-53
56
$463K 0.36%
1,063
57
$456K 0.36%
8,920
58
$451K 0.35%
4,500
-40
59
$430K 0.34%
2,693
60
$421K 0.33%
7,663
-2,960
61
$421K 0.33%
4,620
62
$415K 0.33%
2,146
+55
63
$382K 0.3%
3,090
64
$377K 0.3%
2,172
65
$371K 0.29%
4,785
-45
66
$345K 0.27%
9,570
67
$342K 0.27%
1,735
68
$341K 0.27%
1,590
69
$341K 0.27%
6,390
-810
70
$328K 0.26%
1,790
71
$320K 0.25%
495
72
$296K 0.23%
1,998
73
$294K 0.23%
5,570
74
$289K 0.23%
10,460
-650
75
$274K 0.22%
1,062
1 2
3
4 5