3IP

3Chopt Investment Partners Portfolio holdings

AUM $446M
1-Year Est. Return 24.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$416M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.49M
3
+$1.3M
4
CF icon
CF Industries
CF
+$1.01M
5
AAPL icon
Apple
AAPL
+$780K

Top Sells

1
+$2.19M
2
+$1.84M
3
+$1.67M
4
AES icon
AES
AES
+$1.13M
5
CRH icon
CRH
CRH
+$879K

Sector Composition

1 Technology 21.25%
2 Financials 11.53%
3 Healthcare 7.92%
4 Consumer Staples 6.2%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.08M 0.5%
22,825
-1,327
52
$2M 0.48%
6,860
+49
53
$2M 0.48%
3,554
+374
54
$1.94M 0.47%
6,084
-407
55
$1.88M 0.45%
11,324
-420
56
$1.86M 0.45%
+38,511
57
$1.84M 0.44%
15,405
+1,438
58
$1.84M 0.44%
13,911
-258
59
$1.79M 0.43%
31,587
-11
60
$1.74M 0.42%
12,164
+148
61
$1.7M 0.41%
4,790
+194
62
$1.63M 0.39%
42,588
-312
63
$1.59M 0.38%
23,613
-668
64
$1.52M 0.36%
6,725
65
$1.47M 0.35%
13,460
66
$1.45M 0.35%
1,465
+16
67
$1.43M 0.34%
21,818
-9,699
68
$1.36M 0.33%
14,826
+11,858
69
$1.36M 0.33%
11,928
-380
70
$1.35M 0.33%
2,184
-12
71
$1.35M 0.32%
5,131
-144
72
$1.34M 0.32%
15,734
+1,900
73
$1.32M 0.32%
3,590
-1
74
$1.32M 0.32%
9,386
-123
75
$1.31M 0.32%
23,056
-862
1 2
3
4 5