CAM
Campion Asset Management Portfolio holdings
AUM
$133M
1-Year Est. Return
14.86%
1 Year Est. Return
+14.86%
AUM
$129M
AUM Growth
-$3.14M
(-2.4%)
Holding
86
Top Buys
| 1 | +$400K | |
| 2 | +$358K | |
| 3 | +$144K | |
| 4 |
Walmart
WMT
|
+$141K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$140K |
Top Sells
| 1 | +$277K | |
| 2 | +$267K | |
| 3 | +$210K | |
| 4 |
Eli Lilly
LLY
|
+$128K |
| 5 |
Wells Fargo
WFC
|
+$72.5K |
Sector Composition
| 1 | Technology | 9.7% |
| 2 | Industrials | 7.98% |
| 3 | Healthcare | 6.08% |
| 4 | Financials | 3.99% |
| 5 | Energy | 3.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares US Technology ETF
IYW
$22.1B
| $253K | 0.2% |
1,800
|
|
||
77
Realty Income
O
$54.8B
| $244K | 0.19% |
4,198
-1,055
|
|
||
|
LTC
78
LTC Properties
LTC
$1.62B
| $225K | 0.17% |
6,335
-117
|
|
||
79
iShares Russell 3000 ETF
IWV
$17.1B
| $223K | 0.17% |
702
-20
|
|
||
80
Bank of America
BAC
$376B
| $223K | 0.17% |
5,335
-175
|
|
||
81
United Rentals
URI
$63.1B
| $216K | 0.17% |
345
|
|
||
82
General Mills
GIS
$25.8B
| $213K | 0.16% |
3,562
-500
|
|
||
83
Martin Marietta Materials
MLM
$37.7B
| $208K | 0.16% |
435
|
|
||
84
Electronic Arts
EA
$49.9B
| – | – |
-1,891
|
|
||
85
Lowe's Companies
LOW
$137B
| – | – |
-850
|
|
||
86
Target
TGT
$41.3B
| – | – |
-1,973
|
|