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
$200M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$1.64M
3
+$1.09M
4
BKNG icon
Booking.com
BKNG
+$983K
5
DBX icon
Dropbox
DBX
+$982K

Top Sells

1
+$1.95M
2
+$1.74M
3
+$1.32M
4
XOM icon
Exxon Mobil
XOM
+$1.15M
5
ACGL icon
Arch Capital
ACGL
+$708K

Sector Composition

1 Technology 17.01%
2 Financials 12.53%
3 Healthcare 12.17%
4 Consumer Staples 6.22%
5 Communication Services 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.57%
10,648
-10,766
52
$1.1M 0.55%
2,348
53
$1.08M 0.54%
9,297
+2,493
54
$1.05M 0.52%
8,789
-100
55
$1.02M 0.51%
35,577
-23,831
56
$1.01M 0.51%
7,502
-325
57
$987K 0.49%
10,376
58
$986K 0.49%
15,417
+3,584
59
$983K 0.49%
+364
60
$953K 0.48%
2,143
+43
61
$905K 0.45%
363
+65
62
$889K 0.44%
6,188
+238
63
$873K 0.44%
2,219
-81
64
$831K 0.42%
9,594
-6,700
65
$806K 0.4%
7,044
+4,703
66
$771K 0.39%
5,333
+237
67
$765K 0.38%
9,474
+13
68
$761K 0.38%
1,618
+582
69
$753K 0.38%
5,539
-15
70
$736K 0.37%
4,227
-200
71
$714K 0.36%
3,491
+2,465
72
$703K 0.35%
+5,794
73
$681K 0.34%
3,784
-163
74
$675K 0.34%
33,682
75
$667K 0.33%
2,160
-16
1 2
3
4 5