3IP

3Chopt Investment Partners Portfolio holdings

AUM $416M
1-Year Est. Return 23.01%
This Quarter Est. Return
1 Year Est. Return
+23.01%
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
251
$15.6K 0.01%
+130
252
$15.5K 0.01%
+375
253
$13K 0.01%
+158
254
$12.7K 0.01%
+132
255
$12.4K 0.01%
+78
256
$12.2K 0.01%
+150
257
$11.5K 0.01%
+113
258
$11.2K 0.01%
+53
259
$11.1K 0.01%
+40
260
$10.3K 0.01%
+1,000
261
$10.2K 0.01%
+25
262
$10K 0.01%
+64
263
$10K 0.01%
+134