3IP
3Chopt Investment Partners Portfolio holdings
AUM
$440M
1-Year Est. Return
25.17%
1 Year Est. Return
+25.17%
AUM
$440M
AUM Growth
+$23.6M
(+5.7%)
Holding
240
Top Buys
| 1 | +$1.07M | |
| 2 | +$935K | |
| 3 | +$586K | |
| 4 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
+$489K |
| 5 |
Lam Research
LRCX
|
+$436K |
Top Sells
| 1 | +$4.95M | |
| 2 | +$1.64M | |
| 3 | +$1M | |
| 4 |
NVR
NVR
|
+$868K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$754K |
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 | |
|---|---|---|---|---|---|---|
26
Cisco
CSCO
$304B
| $3.75M | 0.85% |
54,778
-298
|
|
||
27
AbbVie
ABBV
$402B
| $3.56M | 0.81% |
15,379
+440
|
|
||
28
Walmart
WMT
$881B
| $3.46M | 0.79% |
33,603
+55
|
|
||
29
Tesla
TSLA
$1.43T
| $3.41M | 0.78% |
7,676
-53
|
|
||
30
Vanguard Small-Cap Value ETF
VBR
$31.9B
| $3.35M | 0.76% |
15,961
-499
|
|
||
31
JPMorgan US Momentum Factor ETF
JMOM
$1.73B
| $3.26M | 0.74% |
48,059
|
|
||
32
Progressive
PGR
$134B
| $3.23M | 0.73% |
13,072
-66
|
|
||
33
Qualcomm
QCOM
$180B
| $3.17M | 0.72% |
19,060
+416
|
|
||
34
Norfolk Southern
NSC
$65.5B
| $3.15M | 0.72% |
10,488
+187
|
|
||
35
iShares Russell 2000 ETF
IWM
$70.4B
| $2.8M | 0.64% |
11,569
-232
|
|
||
36
Oracle
ORCL
$576B
| $2.75M | 0.63% |
9,773
-108
|
|
||
37
Exxon Mobil
XOM
$489B
| $2.71M | 0.62% |
24,058
-705
|
|
||
38
Arch Capital
ACGL
$34.1B
| $2.66M | 0.6% |
29,268
-1,064
|
|
||
39
Procter & Gamble
PG
$346B
| $2.63M | 0.6% |
17,126
-1,331
|
|
||
40
iShares Core MSCI EAFE ETF
IEFA
$160B
| $2.63M | 0.6% |
30,104
+212
|
|
||
41
Gilead Sciences
GILD
$156B
| $2.62M | 0.6% |
23,636
+1,474
|
|
||
42
Bank of America
BAC
$392B
| $2.62M | 0.6% |
50,693
-376
|
|
||
43
Capital One
COF
$139B
| $2.49M | 0.57% |
11,703
-1,048
|
|
||
44
RTX Corp
RTX
$235B
| $2.41M | 0.55% |
14,404
-279
|
|
||
|
45
NVR
NVR
$20.5B
| $2.39M | 0.54% |
298
-108
|
|
||
|
46
Berkshire Hathaway Class A
BRK.A
$1.11T
| $2.26M | 0.51% |
3
-1
|
|
||
47
Mastercard
MA
$494B
| $2.24M | 0.51% |
3,934
+380
|
|
||
48
Charles Schwab
SCHW
$165B
| $2.2M | 0.5% |
23,033
+208
|
|
||
49
Cigna
CI
$74.1B
| $2.19M | 0.5% |
7,584
-138
|
|
||
50
Marathon Petroleum
MPC
$58.2B
| $2.14M | 0.49% |
11,119
-205
|
|