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
$382M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.56M
3
+$2.44M
4
NSC icon
Norfolk Southern
NSC
+$2.35M
5
MSFT icon
Microsoft
MSFT
+$2.31M

Top Sells

1
+$903K
2
+$826K
3
+$467K
4
VZ icon
Verizon
VZ
+$399K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$383K

Sector Composition

1 Technology 19.04%
2 Financials 11.92%
3 Healthcare 9.45%
4 Consumer Staples 6.84%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2M 0.52%
31,517
+6,676
52
$1.94M 0.51%
14,664
+394
53
$1.92M 0.5%
7,419
+258
54
$1.89M 0.5%
24,152
-2,920
55
$1.89M 0.49%
42,900
+192
56
$1.79M 0.47%
13,967
-9
57
$1.77M 0.46%
31,598
+2,284
58
$1.75M 0.46%
+6,491
59
$1.74M 0.46%
+3,180
60
$1.71M 0.45%
11,744
-148
61
$1.62M 0.42%
+9,021
62
$1.61M 0.42%
+4,596
63
$1.49M 0.39%
24,281
-4,463
64
$1.48M 0.39%
12,308
+250
65
$1.47M 0.38%
+25,994
66
$1.45M 0.38%
10,353
+157
67
$1.43M 0.37%
+3,026
68
$1.37M 0.36%
+1,449
69
$1.35M 0.35%
+6,725
70
$1.34M 0.35%
15,184
-1,971
71
$1.33M 0.35%
+18,390
72
$1.32M 0.34%
+3,591
73
$1.27M 0.33%
+9,815
74
$1.25M 0.33%
13,460
75
$1.24M 0.33%
+9,509
1 2
3
4 5