CAM

Campion Asset Management Portfolio holdings

AUM $133M
1-Year Est. Return 14.86%
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$541K
2 +$480K
3 +$459K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$394K
5
MSFT icon
Microsoft
MSFT
+$331K

Top Sells

1 +$614K
2 +$475K
3 +$413K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$365K
5
T icon
AT&T
T
+$308K

Sector Composition

1 Technology 8.07%
2 Healthcare 7%
3 Industrials 6.96%
4 Real Estate 4.32%
5 Financials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,107
102
-1,683