3IP
3Chopt Investment Partners Portfolio holdings
AUM
$446M
1-Year Est. Return
24.81%
This Fund
S&P 500
1 Year Est. Return
+24.81%
AUM
$440M
AUM Growth
+$23.6M
(+5.7%)
Holding
240
Top Buys
| 1 | +$1.04M | |
| 2 | +$809K | |
| 3 | +$596K | |
| 4 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
+$470K |
| 5 |
Lam Research
LRCX
|
+$344K |
Top Sells
| 1 | +$4.75M | |
| 2 | +$1.7M | |
| 3 | +$975K | |
| 4 |
NVR
NVR
|
+$859K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$727K |
Sector Composition
| 1 | Technology | 23.05% |
| 2 | Financials | 11.07% |
| 3 | Healthcare | 7.36% |
| 4 | Communication Services | 6.18% |
| 5 | Consumer Discretionary | 5.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
iShares US Financial Services ETF
IYG
$1.89B
| $52K | 0.01% |
580
|
|
||
227
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34.2B
| $22.9K | 0.01% |
398
+65
|
|
||
|
JDIV
228
JPMorgan Dividend Leaders ETF
JDIV
$9.22M
| $6.02K | ﹤0.01% |
+112
|
|
||
229
Vanguard ESG US Stock ETF
ESGV
$11.2B
| $1.66K | ﹤0.01% |
14
|
|
||
230
iShares ESG Aware MSCI EM ETF
ESGE
$6.05B
| $478 | ﹤0.01% |
11
|
|
||
231
Boston Scientific
BSX
$93.3B
| – | – |
-1,941
|
|
||
232
Comcast
CMCSA
$100B
| – | – |
-9,970
|
|
||
233
Elevance Health
ELV
$65.1B
| – | – |
-665
|
|
||
234
Fidelity National Information Services
FIS
$23.4B
| – | – |
-5,614
|
|
||
235
Healthcare Triangle
HCTI
$2.97M
| – | – |
-17
|
|
||
236
Intuitive Surgical
ISRG
$166B
| – | – |
-411
|
|
||
237
Owens Corning
OC
$8.66B
| – | – |
-5,136
|
|
||
238
Pultegroup
PHM
$22.6B
| – | – |
-2,456
|
|
||
239
Roper Technologies
ROP
$36.6B
| – | – |
-393
|
|
||
240
T-Mobile US
TMUS
$226B
| – | – |
-879
|
|