3IP

3Chopt Investment Partners Portfolio holdings

AUM $440M
1-Year Est. Return 25.17%
This Quarter Est. Return
1 Year Est. Return
+25.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$2.02M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1.01M
5
EXPD icon
Expeditors International
EXPD
+$970K

Top Sells

1
+$2.01M
2
+$1.87M
3
+$1.4M
4
POST icon
Post Holdings
POST
+$950K
5
KHC icon
Kraft Heinz
KHC
+$793K

Sector Composition

1 Technology 14.43%
2 Financials 14.26%
3 Healthcare 13.92%
4 Consumer Staples 8.42%
5 Industrials 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 1.17%
73,514
-4,362
27
$2.18M 1.16%
13,188
+676
28
$2.15M 1.15%
16,527
+1,402
29
$2.14M 1.14%
54,937
-6,150
30
$2.11M 1.12%
13,602
+2,283
31
$1.92M 1.02%
6,095
+493
32
$1.86M 0.99%
41,247
+3,583
33
$1.86M 0.99%
9,442
+24
34
$1.85M 0.99%
35,373
+3,240
35
$1.74M 0.93%
9,557
+1,754
36
$1.7M 0.91%
59,408
-26,205
37
$1.6M 0.85%
16,174
+783
38
$1.56M 0.83%
41,832
-2,360
39
$1.55M 0.83%
15,838
+254
40
$1.52M 0.81%
23,630
+3,970
41
$1.5M 0.8%
11,562
+3,322
42
$1.46M 0.78%
16,294
-10,575
43
$1.45M 0.77%
8,864
+899
44
$1.38M 0.74%
28,005
+228
45
$1.32M 0.7%
9,205
-155
46
$1.31M 0.7%
6,165
+954
47
$1.29M 0.69%
44,832
+2,938
48
$1.28M 0.68%
11,251
+9,996
49
$1.26M 0.67%
27,661
+7,332
50
$1.25M 0.66%
7,827
+781
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