3IP

3Chopt Investment Partners Portfolio holdings

AUM $437M
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$809K
3
+$596K
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$470K
5
LRCX icon
Lam Research
LRCX
+$344K

Top Sells

1
+$4.75M
2
+$1.7M
3
+$975K
4
NVR icon
NVR
NVR
+$859K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$727K

Sector Composition

1 Technology 23.05%
2 Financials 11.07%
3 Healthcare 7.36%
4 Communication Services 6.18%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.47%
6,816
-44
52
$2.07M 0.47%
42,476
-112
53
$2.01M 0.46%
12,917
+753
54
$1.98M 0.45%
38,404
-107
55
$1.96M 0.45%
13,974
+63
56
$1.89M 0.43%
5,698
-386
57
$1.89M 0.43%
22,313
-11,839
58
$1.79M 0.41%
15,945
+540
59
$1.77M 0.4%
28,925
-2,662
60
$1.76M 0.4%
13,133
+3,251
61
$1.74M 0.4%
4,433
-479
62
$1.65M 0.37%
6,725
63
$1.63M 0.37%
4,779
-11
64
$1.62M 0.37%
13,460
65
$1.56M 0.35%
1,442
+867
66
$1.54M 0.35%
15,200
-534
67
$1.54M 0.35%
22,328
+510
68
$1.49M 0.34%
16,588
+1,762
69
$1.48M 0.34%
4,206
+1,661
70
$1.48M 0.34%
3,643
+53
71
$1.46M 0.33%
2,184
72
$1.46M 0.33%
9,245
-141
73
$1.45M 0.33%
11,833
-95
74
$1.44M 0.33%
15,383
+414
75
$1.44M 0.33%
5,005
-126
1 2
3
4 5