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
$188M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$2.02M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1.01M
5
EXPD icon
Expeditors International
EXPD
+$970K

Top Sells

1
+$2.01M
2
+$1.87M
3
+$1.4M
4
POST icon
Post Holdings
POST
+$950K
5
KHC icon
Kraft Heinz
KHC
+$793K

Sector Composition

1 Technology 14.43%
2 Financials 14.26%
3 Healthcare 13.92%
4 Consumer Staples 8.42%
5 Industrials 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$572K 0.31%
3,692
+3,555
77
$569K 0.3%
4,463
+565
78
$569K 0.3%
2,035
+49
79
$567K 0.3%
4,949
+349
80
$565K 0.3%
+1,036
81
$547K 0.29%
758
82
$529K 0.28%
2,895
+1,354
83
$512K 0.27%
2,273
+557
84
$496K 0.26%
20,689
+13,670
85
$494K 0.26%
9,818
-4,240
86
$493K 0.26%
+22,808
87
$493K 0.26%
5,554
+3,965
88
$489K 0.26%
4,883
-415
89
$487K 0.26%
3,638
+291
90
$479K 0.26%
9,000
91
$476K 0.25%
4,569
+957
92
$475K 0.25%
1,610
+617
93
$469K 0.25%
2,345
-169
94
$468K 0.25%
6,678
+700
95
$444K 0.24%
2,322
+1,225
96
$442K 0.24%
7,794
+279
97
$439K 0.23%
4,338
+267
98
$435K 0.23%
12,758
+98
99
$419K 0.22%
4,346
100
$409K 0.22%
7,525
+2,225
2 3
4
5 6