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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
76
$246K 0.17%
4,776
77
$246K 0.17%
+4,695
78
$245K 0.17%
1,043
79
$222K 0.16%
587
-107
80
$214K 0.15%
+850
81
$205K 0.15%
+5,561
82
$202K 0.14%
275
83
$200K 0.14%
+1,440
84
– –
-4,500
1 2 3
4