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 | |
|---|---|---|---|---|---|---|
51
McDonald's
MCD
$222B
| $2.07M | 0.47% |
6,816
-44
|
|
||
52
Baker Hughes
BKR
$49.5B
| $2.07M | 0.47% |
42,476
-112
|
|
||
53
Chevron
CVX
$302B
| $2.01M | 0.46% |
12,917
+753
|
|
||
54
iShares Global Equity Factor ETF
GLOF
$153M
| $1.98M | 0.45% |
38,404
-107
|
|
||
55
PepsiCo
PEP
$203B
| $1.96M | 0.45% |
13,974
+63
|
|
||
56
American Express
AXP
$252B
| $1.89M | 0.43% |
5,698
-386
|
|
||
57
Merck
MRK
$260B
| $1.89M | 0.43% |
22,313
-11,839
|
|
||
58
EOG Resources
EOG
$58.5B
| $1.79M | 0.41% |
15,945
+540
|
|
||
59
Dominion Energy
D
$53.6B
| $1.77M | 0.4% |
28,925
-2,662
|
|
||
|
60
Lam Research
LRCX
$196B
| $1.76M | 0.4% |
13,133
+3,251
|
|
||
61
Vertex Pharmaceuticals
VRTX
$110B
| $1.74M | 0.4% |
4,433
-479
|
|
||
62
Vanguard Mega Cap 300 Index ETF
MGC
$9.06B
| $1.65M | 0.37% |
6,725
|
|
||
63
Visa
V
$645B
| $1.63M | 0.37% |
4,779
-11
|
|
||
64
Vanguard Russell 1000 Growth ETF
VONG
$33.6B
| $1.62M | 0.37% |
13,460
|
|
||
65
KLA
KLAC
$154B
| $1.56M | 0.35% |
1,442
+867
|
|
||
66
Citigroup
C
$185B
| $1.54M | 0.35% |
15,200
-534
|
|
||
67
JPMorgan Active Value ETF
JAVA
$4.95B
| $1.54M | 0.35% |
22,328
+510
|
|
||
68
CF Industries
CF
$12.3B
| $1.49M | 0.34% |
16,588
+1,762
|
|
||
69
Adobe
ADBE
$134B
| $1.48M | 0.34% |
4,206
+1,661
|
|
||
70
Home Depot
HD
$355B
| $1.48M | 0.34% |
3,643
+53
|
|
||
71
SPDR S&P 500 ETF Trust
SPY
$700B
| $1.46M | 0.33% |
2,184
|
|
||
72
CBRE Group
CBRE
$48.2B
| $1.46M | 0.33% |
9,245
-141
|
|
||
73
Expeditors International
EXPD
$19.7B
| $1.45M | 0.33% |
11,833
-95
|
|
||
74
JPMorgan Active Growth ETF
JGRO
$8.22B
| $1.44M | 0.33% |
15,383
+414
|
|
||
75
Labcorp
LH
$22.3B
| $1.44M | 0.33% |
5,005
-126
|
|