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
$129M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$991K
3
+$580K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$578K
5
NVDA icon
NVIDIA
NVDA
+$279K

Top Sells

1
+$670K
2
+$536K
3
+$486K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$452K
5
CCI icon
Crown Castle
CCI
+$282K

Sector Composition

1 Industrials 8.23%
2 Technology 7.89%
3 Healthcare 7.43%
4 Energy 4.14%
5 Financials 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$125K 0.1%
10,438
-3,668
102
– –
-9,275
103
– –
-2,445
104
– –
-4,805
105
– –
-10,541
1 2 3 4
5