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
$272M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.62M
3
+$2.57M
4
BKNG icon
Booking.com
BKNG
+$2.42M
5
AAPL icon
Apple
AAPL
+$2.33M

Top Sells

1
+$2.82M
2
+$1.42M
3
+$858K
4
PFE icon
Pfizer
PFE
+$795K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$783K

Sector Composition

1 Technology 16.77%
2 Financials 9.69%
3 Healthcare 9.52%
4 Consumer Discretionary 7.25%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$900K 0.33%
+6,239
77
$889K 0.33%
+2,532
78
$885K 0.33%
+3,634
79
$882K 0.32%
+1,883
80
$881K 0.32%
+9,466
81
$869K 0.32%
23,978
+13,765
82
$851K 0.31%
+4,544
83
$840K 0.31%
+9,543
84
$830K 0.31%
+14,915
85
$816K 0.3%
11,206
+464
86
$800K 0.29%
+4,584
87
$779K 0.29%
+2,992
88
$773K 0.28%
+1,295
89
$756K 0.28%
+15,784
90
$736K 0.27%
+1,398
91
$735K 0.27%
+4,309
92
$698K 0.26%
+4,826
93
$685K 0.25%
+2,310
94
$667K 0.25%
+7,075
95
$630K 0.23%
+782
96
$575K 0.21%
+2,582
97
$556K 0.2%
+2,299
98
$551K 0.2%
+3,944
99
$543K 0.2%
+5,012
100
$535K 0.2%
+2,550
2 3
4
5 6