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
$200M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$1.64M
3
+$1.09M
4
BKNG icon
Booking.com
BKNG
+$983K
5
DBX icon
Dropbox
DBX
+$982K

Top Sells

1
+$1.95M
2
+$1.74M
3
+$1.32M
4
XOM icon
Exxon Mobil
XOM
+$1.15M
5
ACGL icon
Arch Capital
ACGL
+$708K

Sector Composition

1 Technology 17.01%
2 Financials 12.53%
3 Healthcare 12.17%
4 Consumer Staples 6.22%
5 Communication Services 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$656K 0.33%
3,990
+298
77
$607K 0.3%
2,035
78
$604K 0.3%
1,325
79
$594K 0.3%
758
80
$591K 0.3%
5,279
+330
81
$586K 0.29%
8,484
-28,196
82
$580K 0.29%
9,000
83
$544K 0.27%
2,303
-1,964
84
$544K 0.27%
2,291
+18
85
$517K 0.26%
2,983
+88
86
$516K 0.26%
4,338
-125
87
$504K 0.25%
2,232
-113
88
$500K 0.25%
1,610
89
$490K 0.25%
6,678
90
$486K 0.24%
677
-573
91
$471K 0.24%
2,272
-50
92
$451K 0.23%
4,139
-199
93
$450K 0.23%
4,546
-23
94
$444K 0.22%
7,619
-175
95
$410K 0.21%
9,975
96
$401K 0.2%
1,330
+1
97
$396K 0.2%
4,437
-446
98
$394K 0.2%
819
+30
99
$384K 0.19%
6,293
-8,631
100
$379K 0.19%
1,781
-41
2 3
4
5 6