CCIM
Chapwood Capital Investment Management Portfolio holdings
AUM
$99.4M
This Quarter Return
+5.08%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99.4M
AUM Growth
–
Cap. Flow
+$99.4M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.89%
Holding
70
New
70
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$12.6M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$10.3M |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$6.96M |
| 4 |
iShares US Healthcare ETF
IYH
|
$3.54M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$3.42M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Utilities | 5.44% |
| 2 | Financials | 3.13% |
| 3 | Technology | 2.6% |
| 4 | Consumer Discretionary | 1.97% |
| 5 | Healthcare | 1.19% |
