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
51
$1.14M 0.61%
20,190
+3,750
52
$1.08M 0.57%
5,076
+549
53
$1.06M 0.56%
14,318
+6,086
54
$1.03M 0.55%
1,250
-106
55
$995K 0.53%
4,267
-1,354
56
$971K 0.52%
10,376
57
$970K 0.52%
+8,808
58
$958K 0.51%
17,910
+11,207
59
$933K 0.5%
14,924
+9,744
60
$917K 0.49%
6,804
+1,245
61
$880K 0.47%
158
+154
62
$863K 0.46%
2,100
63
$836K 0.45%
2,300
+483
64
$826K 0.44%
8,889
65
$820K 0.44%
11,833
+6,545
66
$806K 0.43%
2,348
+600
67
$781K 0.42%
33,682
68
$743K 0.4%
5,950
-66
69
$734K 0.39%
3,947
+106
70
$733K 0.39%
298
+121
71
$730K 0.39%
4,427
+175
72
$689K 0.37%
9,461
+772
73
$626K 0.33%
5,096
+26
74
$622K 0.33%
2,176
+141
75
$612K 0.33%
1,325
+103
1 2
3
4 5