3IP

3Chopt Investment Partners Portfolio holdings

AUM $440M
1-Year Est. Return 25.17%
This Quarter Est. Return
1 Year Est. Return
+25.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$8.41M
3 +$5.23M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$5.2M
5
AAPL icon
Apple
AAPL
+$4.93M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.55%
2 Healthcare 14.94%
3 Technology 11.02%
4 Consumer Staples 8.49%
5 Energy 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$27.5K 0.02%
+400
227
$27.1K 0.01%
+145
228
$26.7K 0.01%
+300
229
$26.2K 0.01%
+990
230
$25.6K 0.01%
+200
231
$25.1K 0.01%
+440
232
$24K 0.01%
+100
233
$23.4K 0.01%
+313
234
$23.1K 0.01%
+222
235
$22K 0.01%
+85
236
$21.3K 0.01%
+666
237
$20.7K 0.01%
+330
238
$20.5K 0.01%
+400
239
$19.8K 0.01%
+1,701
240
$19.2K 0.01%
+255
241
$18.7K 0.01%
+481
242
$18.5K 0.01%
+156
243
$18.4K 0.01%
+4
244
$18.4K 0.01%
+1,143
245
$18.1K 0.01%
+137
246
$18.1K 0.01%
+362
247
$17.9K 0.01%
+140
248
$16.6K 0.01%
+100
249
$16K 0.01%
+182
250
$15.6K 0.01%
+275