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Chapwood Capital Investment Management, LLC13F | |
Chapwood Capital Investment Management, LLC | |
Last update 2020-01-22 | 69 Stocks (0 new) |
Value $98.00 Mil | Turnover 0 % |
Portfolio Report |
Chapwood Capital Investment Ma... Top Holdings of 2019-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
XLU | Utilities Select Sector SPDR ETF | 194,826 | 12590.000 | 0% | 12.830 | 0% | 0.100 | +10.90% | +25.19% | 18375.055 | ||
IWB | iShares Russell 1000 ETF | 57,926 | 10335.000 | 0% | 10.530 | 0% | 0.050 | +6.76% | +21.64% | 38264.406 | ||
IJS | iShares S&P Small-Cap 600 Value ETF | 86,602 | 6963.000 | 0% | 7.100 | 0% | 0.060 | -0.12% | +4.05% | 7093.875 | ||
IYH | iShares U.S. Healthcare ETF | 82,145 | 3544.000 | 0% | 3.610 | 0% | 0.160 | -0.46% | +9.57% | 3340.421 | ||
XLP | Consumer Staples Select Sector SPDR | 54,287 | 3419.000 | 0% | 3.480 | 0% | 0.030 | +2.41% | +11.63% | 16851.669 | ||
BGT | Blackrock Floating Rate Income Trust | 262,381 | 3377.000 | 0% | 3.440 | 0% | 1.170 | +2.83% | +15.96% | 296.856 | Asset Management | |
IYF | iShares U.S. Financials ETF | 47,334 | 3261.000 | 0% | 3.320 | 0% | 0.080 | +7.50% | +26.68% | 3311.052 | ||
BLW | Blackrock Ltd Duration Income Trust | 192,291 | 3152.000 | 0% | 3.210 | 0% | 0.540 | +3.79% | +9.62% | 506.366 | Asset Management | |
JFR | Nuveen Floating Rate Income Fund | 306,536 | 3139.000 | 0% | 3.200 | 0% | 0.540 | +2.44% | +17.48% | 1174.332 | Asset Management | |
PHD | Pioneer Floating Rate Trust | 256,036 | 2809.000 | 0% | 2.860 | 0% | 2.070 | +2.08% | +16.42% | 121.347 | Asset Management |
Chapwood Capital Investment Management, LLC's Historical Top Holdings Breakdowns
Chapwood Capital Investment Management, LLC Total Holding History ($B)
Chapwood Capital Investment Management, LLC's Asset Allocation
Chapwood Capital Investment Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Chapwood Capital Investment Management, LLC's Hypothetical Growth since 2019-12-31
Chapwood Capital Investment Management, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Chapwood Capital Investment Management, LLC's Holdings Heat Map
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Chapwood Capital Investment Management, LLC's Holdings Bubble Chart
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