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
$272M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.62M
3
+$2.57M
4
BKNG icon
Booking.com
BKNG
+$2.42M
5
AAPL icon
Apple
AAPL
+$2.33M

Top Sells

1
+$2.82M
2
+$1.42M
3
+$858K
4
PFE icon
Pfizer
PFE
+$795K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$783K

Sector Composition

1 Technology 16.77%
2 Financials 9.69%
3 Healthcare 9.52%
4 Consumer Discretionary 7.25%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 0.9%
34,660
-819
27
$2.42M 0.89%
15,466
+494
28
$2.42M 0.89%
+683
29
$2.38M 0.88%
1,073,567
+10,696
30
$2.36M 0.87%
14,839
+18
31
$2.35M 0.86%
56,842
+1,475
32
$2.34M 0.86%
23,397
+1,113
33
$2.33M 0.86%
33,837
-3,667
34
$2.32M 0.85%
66,649
-485
35
$2.27M 0.83%
39,799
+13,058
36
$2.15M 0.79%
+12,559
37
$2.12M 0.78%
54,969
+32,276
38
$2.09M 0.77%
70,957
+11,397
39
$2.07M 0.76%
+4,577
40
$2.07M 0.76%
+13,616
41
$2.03M 0.75%
41,209
+3,119
42
$2.03M 0.75%
+3,477
43
$1.93M 0.71%
+18,681
44
$1.69M 0.62%
35,310
-16,351
45
$1.64M 0.6%
+31,029
46
$1.61M 0.59%
11,275
-300
47
$1.55M 0.57%
+6,803
48
$1.52M 0.56%
+6,134
49
$1.49M 0.55%
+10,056
50
$1.49M 0.55%
43,556
+74
1
2
3 4 5