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
$272M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.62M
3
+$2.57M
4
BKNG icon
Booking.com
BKNG
+$2.42M
5
AAPL icon
Apple
AAPL
+$2.33M

Top Sells

1
+$2.82M
2
+$1.42M
3
+$858K
4
PFE icon
Pfizer
PFE
+$795K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$783K

Sector Composition

1 Technology 16.77%
2 Financials 9.69%
3 Healthcare 9.52%
4 Consumer Discretionary 7.25%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.54%
+9,850
52
$1.46M 0.54%
11,509
+646
53
$1.44M 0.53%
+9,301
54
$1.39M 0.51%
+5,900
55
$1.38M 0.51%
26,951
+4,640
56
$1.35M 0.5%
+11,147
57
$1.3M 0.48%
+20,580
58
$1.17M 0.43%
34,819
+541
59
$1.17M 0.43%
13,919
+320
60
$1.17M 0.43%
+2,738
61
$1.17M 0.43%
30,923
-22,769
62
$1.14M 0.42%
+6,725
63
$1.07M 0.39%
10,376
64
$1.06M 0.39%
+9,505
65
$1.05M 0.39%
13,460
66
$1.04M 0.38%
+2,179
67
$1.02M 0.38%
+2,946
68
$1.02M 0.37%
+4,368
69
$1.01M 0.37%
+9,533
70
$979K 0.36%
20,827
-16,287
71
$971K 0.36%
+15,889
72
$948K 0.35%
+5,848
73
$946K 0.35%
+366
74
$924K 0.34%
+11,770
75
$911K 0.34%
+5,459
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3
4 5