3IP
3Chopt Investment Partners Portfolio holdings
AUM
$437M
1-Year Est. Return
25.93%
This Fund
S&P 500
1 Year Est. Return
+25.93%
AUM
$437M
AUM Growth
-$9.25M
(-2.1%)
Holding
257
Top Buys
| 1 | +$4.16M | |
| 2 | +$1.61M | |
| 3 | +$1.58M | |
| 4 |
Apple
AAPL
|
+$978K |
| 5 |
Cintas
CTAS
|
+$850K |
Top Sells
| 1 | +$4.71M | |
| 2 | +$2.82M | |
| 3 | +$2.7M | |
| 4 |
Oracle
ORCL
|
+$1.96M |
| 5 |
Citigroup
C
|
+$1.72M |
Sector Composition
| 1 | Technology | 21.68% |
| 2 | Financials | 8.11% |
| 3 | Healthcare | 7.84% |
| 4 | Communication Services | 6.32% |
| 5 | Consumer Staples | 6.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Morgan Stanley
MS
$328B
| – | – |
-3,957
|
|
||
252
ServiceNow
NOW
$128B
| – | – |
-1,321
|
|
||
|
253
Oracle
ORCL
$649B
| – | – |
-10,061
|
|
||
254
Prudential Financial
PRU
$35B
| – | – |
-2,128
|
|
||
255
Quantum Computing Inc
QUBT
$2.7B
| – | – |
-15,761
|
|
||
256
Vanguard Russell 1000 Value ETF
VONV
$19.3B
| – | – |
-7,803
|
|
||
257
Wells Fargo
WFC
$237B
| – | – |
-50,523
|
|