CAM
Campion Asset Management Portfolio holdings
AUM
$144M
1-Year Est. Return
16.15%
This Fund
S&P 500
1 Year Est. Return
+16.15%
AUM
$144M
AUM Growth
+$3.18M
(+2.3%)
Holding
83
Top Buys
| 1 | +$3.43M | |
| 2 | +$2.42M | |
| 3 | +$704K | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$358K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$310K |
Top Sells
| 1 | +$3.08M | |
| 2 | +$1.54M | |
| 3 | +$473K | |
| 4 |
Zoetis
ZTS
|
+$303K |
| 5 |
LTC
LTC Properties
LTC
|
+$205K |
Sector Composition
| 1 | Technology | 8.32% |
| 2 | Industrials | 7.9% |
| 3 | Healthcare | 4.88% |
| 4 | Financials | 3.76% |
| 5 | Energy | 2.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
State Street Health Care Select Sector SPDR ETF
XLV
$42B
| $228K | 0.16% |
1,472
+32
|
|
||
77
Realty Income
O
$61.4B
| $218K | 0.15% |
3,863
-220
|
|
||
78
HF Sinclair
DINO
$10.5B
| $215K | 0.15% |
4,676
-19
|
|
||
79
iShares Russell 3000 ETF
IWV
$18.5B
| $207K | 0.14% |
535
-52
|
|
||
80
Lowe's Companies
LOW
$145B
| $205K | 0.14% |
850
|
|
||
|
LTC
81
LTC Properties
LTC
$1.84B
| – | – |
-5,561
|
|
||
82
Meta Platforms (Facebook)
META
$1.69T
| – | – |
-275
|
|
||
|
83
Zoetis
ZTS
$53.5B
| – | – |
-2,069
|
|