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Home > Institutional Investor > Chapwood Capital Investment Management, Llc > Profile

Instuitional Investor - Chapwood Capital Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Chapwood Capital Investment Management, Llc
Portfolio Value $99,435,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 194,826 $12,590,000 12.66%
2.
Ishares Trust
 IEF 57,926 $10,335,000 10.39%
3.
Ishares Trust
 IEF 43,301 $6,963,000 7%
4.
Ishares Trust
 IEF 16,429 $3,544,000 3.56%
5.
Sector Spdr Trust
 XLB 54,287 $3,419,000 3.43%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)