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
$188M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$2.02M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1.01M
5
EXPD icon
Expeditors International
EXPD
+$970K

Top Sells

1
+$2.01M
2
+$1.87M
3
+$1.4M
4
POST icon
Post Holdings
POST
+$950K
5
KHC icon
Kraft Heinz
KHC
+$793K

Sector Composition

1 Technology 14.43%
2 Financials 14.26%
3 Healthcare 13.92%
4 Consumer Staples 8.42%
5 Industrials 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-2,475
227
– –
-222
228
– –
-1,000
229
– –
-2,256
230
– –
-362
231
– –
-440
232
– –
-91
233
– –
-2,000
234
– –
-283
235
– –
-255
236
– –
-800
237
– –
-4,689
238
– –
-400
239
– –
-2,825
240
– –
-2,800
241
– –
-156
242
– –
-975
243
– –
-330
244
– –
-3,371
245
– –
-1,000
246
– –
-1,200
247
– –
-1,889
248
– –
-158
249
– –
-53
250
– –
-1,501
7 8 9
10
11