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
$244M
AUM Growth
-$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$840K
3
+$711K
4
DBX icon
Dropbox
DBX
+$662K
5
BMY icon
Bristol-Myers Squibb
BMY
+$592K

Top Sells

1
+$2.07M
2
+$2.02M
3
+$1.55M
4
TSLA icon
Tesla
TSLA
+$1.52M
5
NSC icon
Norfolk Southern
NSC
+$1.39M

Sector Composition

1 Technology 17.9%
2 Healthcare 10.26%
3 Financials 9.5%
4 Consumer Staples 6.58%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 1.17%
57,016
-6,114
27
$2.77M 1.14%
47,189
+3,061
28
$2.73M 1.12%
15,147
+1,531
29
$2.73M 1.12%
12,966
30
$2.6M 1.07%
44,926
+3,717
31
$2.58M 1.06%
66,237
-412
32
$2.56M 1.05%
34,466
-194
33
$2.55M 1.05%
702
+19
34
$2.54M 1.04%
3,263
-214
35
$2.47M 1.02%
15,631
+165
36
$2.41M 0.99%
33,251
-586
37
$2.39M 0.98%
98,195
+27,238
38
$2.23M 0.92%
12,663
+104
39
$2.05M 0.84%
37,874
+10,923
40
$2.04M 0.84%
10,138
+82
41
$2.02M 0.83%
33,529
-6,270
42
$1.97M 0.81%
10,795
+1,494
43
$1.91M 0.79%
31,692
+663
44
$1.9M 0.78%
43,909
-12,563
45
$1.84M 0.76%
10,382
-893
46
$1.63M 0.67%
10,331
+481
47
$1.58M 0.65%
12,376
+1,229
48
$1.54M 0.63%
12,639
+1,130
49
$1.47M 0.6%
12,643
-10,754
50
$1.47M 0.6%
43,765
+209
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2
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