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
$328M
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.63M
3
+$1.42M
4
JGLO icon
JPMorgan Global Select Equity ETF
JGLO
+$1.41M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.33M

Top Sells

1
+$1.17M
2
+$785K
3
+$459K
4
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$323K
5
CMCSA icon
Comcast
CMCSA
+$321K

Sector Composition

1 Technology 20.27%
2 Financials 9.62%
3 Healthcare 9.56%
4 Consumer Discretionary 6.48%
5 Communication Services 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.93M 0.89%
14,084
+173
27
$2.88M 0.88%
26,079
+1,514
28
$2.82M 0.86%
66,305
+68
29
$2.8M 0.86%
28,587
-2,260
30
$2.79M 0.85%
704
+2
31
$2.73M 0.83%
45,991
+1,065
32
$2.6M 0.79%
12,829
-137
33
$2.56M 0.78%
113,771
+15,576
34
$2.5M 0.76%
34,444
-22
35
$2.44M 0.74%
51,296
-5,720
36
$2.42M 0.74%
32,811
-440
37
$2.27M 0.69%
15,553
-78
38
$2.23M 0.68%
13,030
+2,235
39
$2.2M 0.67%
32,509
+817
40
$2.13M 0.65%
+10,712
41
$2.12M 0.65%
12,881
+218
42
$1.88M 0.57%
45,339
+7,465
43
$1.77M 0.54%
10,215
+77
44
$1.7M 0.52%
16,895
+2,855
45
$1.66M 0.51%
28,069
-5,460
46
$1.65M 0.5%
10,570
+239
47
$1.6M 0.49%
12,723
+347
48
$1.58M 0.48%
12,699
+60
49
$1.57M 0.48%
13,655
+1,012
50
$1.52M 0.46%
43,126
-639
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2
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