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
$169M
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.22M
3
+$2.48M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.99M
5
NVR icon
NVR
NVR
+$1.96M

Top Sells

1
+$4.43M
2
+$2.25M
3
+$2.18M
4
BND icon
Vanguard Total Bond Market
BND
+$1.72M
5
LH icon
Labcorp
LH
+$1.66M

Sector Composition

1 Technology 15.77%
2 Financials 12.29%
3 Healthcare 10.06%
4 Consumer Staples 5.56%
5 Communication Services 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
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