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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
51
$486K 0.35%
5,797
-200
52
$449K 0.32%
3,629
-186
53
$436K 0.31%
1,790
54
$430K 0.31%
2,252
-85
55
$414K 0.29%
1,435
56
$409K 0.29%
4,314
-149
57
$404K 0.29%
4,812
-695
58
$387K 0.28%
8,674
-140
59
$387K 0.27%
1,287
-25
60
$373K 0.26%
1,565
61
$370K 0.26%
1,818
-125
62
$358K 0.25%
1,268
63
$337K 0.24%
1,633
-5
64
$329K 0.23%
345
65
$303K 0.21%
2,069
-3
66
$300K 0.21%
1,530
-270
67
$297K 0.21%
4,849
-252
68
$294K 0.21%
8,324
-209
69
$290K 0.21%
7,792
-375
70
$289K 0.21%
895
-20
71
$284K 0.2%
1,200
72
$275K 0.2%
1,010
73
$274K 0.19%
435
74
$268K 0.19%
1,726
-38
75
$248K 0.18%
4,083
-115
1 2
3
4