CAM

Councilmark Asset Management Portfolio holdings

AUM $158M
1-Year Est. Return 18.53%
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1 +$666K
2 +$312K
3 +$216K
4
EHC icon
Encompass Health
EHC
+$204K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$177K

Top Sells

1 +$524K
2 +$233K
3 +$233K
4
LBTYK icon
Liberty Global Class C
LBTYK
+$229K
5
CVX icon
Chevron
CVX
+$220K

Sector Composition

1 Technology 26.09%
2 Financials 12.5%
3 Communication Services 11.38%
4 Healthcare 10.83%
5 Consumer Staples 10.57%