3IP
3Chopt Investment Partners Portfolio holdings
AUM
$416M
1-Year Est. Return
23.01%
1 Year Est. Return
+23.01%
AUM
$382M
AUM Growth
+$90.6M
(+31%)
Holding
231
Top Buys
| 1 | +$3.19M | |
| 2 | +$2.56M | |
| 3 | +$2.44M | |
| 4 |
Norfolk Southern
NSC
|
+$2.35M |
| 5 |
Microsoft
MSFT
|
+$2.31M |
Top Sells
| 1 | +$903K | |
| 2 | +$826K | |
| 3 | +$467K | |
| 4 |
Verizon
VZ
|
+$399K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$383K |
Sector Composition
| 1 | Technology | 19.04% |
| 2 | Financials | 11.92% |
| 3 | Healthcare | 9.45% |
| 4 | Consumer Staples | 6.84% |
| 5 | Consumer Discretionary | 6.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
iShares Core S&P US Growth ETF
IUSG
$25.5B
| $254 | ﹤0.01% |
+2
|
|
||
227
Vanguard Russell 1000 ETF
VONE
$6.86B
| $254 | ﹤0.01% |
+1
|
|
||
228
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
| $245 | ﹤0.01% |
+1
|
|
||
229
JPMorgan US Quality Factor ETF
JQUA
$7.7B
| – | – |
-14,427
|
|
||
|
AERG
230
DELISTED
APPLIED ENERGETICS, INC
AERG
| – | – |
-89,770
|
|