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
$141M
AUM Growth
+$7.6M
(+5.7%)
Holding
84
Top Buys
| 1 | +$232K | |
| 2 | +$223K | |
| 3 | +$209K | |
| 4 |
LTC
LTC Properties
LTC
|
+$198K |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$195K |
Top Sells
| 1 | +$496K | |
| 2 | +$419K | |
| 3 | +$262K | |
| 4 |
LyondellBasell Industries
LYB
|
+$260K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Bank of America
BAC
$361B
| $246K | 0.17% |
4,776
|
|
||
77
HF Sinclair
DINO
$10.5B
| $246K | 0.17% |
+4,695
|
|
||
78
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.24B
| $245K | 0.17% |
1,043
|
|
||
79
iShares Russell 3000 ETF
IWV
$18.5B
| $222K | 0.16% |
587
-107
|
|
||
80
Lowe's Companies
LOW
$145B
| $214K | 0.15% |
+850
|
|
||
|
LTC
81
LTC Properties
LTC
$1.84B
| $205K | 0.15% |
+5,561
|
|
||
82
Meta Platforms (Facebook)
META
$1.69T
| $202K | 0.14% |
275
|
|
||
|
83
State Street Health Care Select Sector SPDR ETF
XLV
$42B
| $200K | 0.14% |
+1,440
|
|
||
|
84
LyondellBasell Industries
LYB
$19.8B
| – | – |
-4,500
|
|