CAM
Campion Asset Management Portfolio holdings
AUM
$133M
1-Year Est. Return
14.86%
1 Year Est. Return
+14.86%
AUM
$133M
AUM Growth
+$3.95M
(+3.1%)
Holding
85
Top Buys
| 1 | +$773K | |
| 2 | +$701K | |
| 3 | +$220K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$206K |
| 5 |
Meta Platforms (Facebook)
META
|
+$203K |
Top Sells
| 1 | +$2.87M | |
| 2 | +$915K | |
| 3 | +$671K | |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$239K |
| 5 |
LTC
LTC Properties
LTC
|
+$225K |
Sector Composition
| 1 | Technology | 8.18% |
| 2 | Industrials | 8.02% |
| 3 | Healthcare | 4.82% |
| 4 | Financials | 3.9% |
| 5 | Energy | 2.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Realty Income
O
$54.8B
| $242K | 0.18% |
4,198
|
|
||
77
Martin Marietta Materials
MLM
$37.7B
| $239K | 0.18% |
435
|
|
||
78
Bank of America
BAC
$376B
| $226K | 0.17% |
4,776
-559
|
|
||
79
SPDR S&P Aerospace & Defense ETF
XAR
$4.78B
| $220K | 0.17% |
+1,043
|
|
||
|
80
Meta Platforms (Facebook)
META
$1.8T
| $203K | 0.15% |
+275
|
|
||
81
ARK 21Shares Bitcoin ETF
ARKB
$1.7B
| – | – |
-24,495
|
|
||
82
General Mills
GIS
$25.8B
| – | – |
-3,562
|
|
||
|
LTC
83
LTC Properties
LTC
$1.62B
| – | – |
-6,335
|
|
||
84
Strategy Inc
MSTR
$83.2B
| – | – |
-9,940
|
|
||
85
UnitedHealth
UNH
$323B
| – | – |
-1,747
|
|