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
$328M
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.63M
3
+$1.42M
4
JGLO icon
JPMorgan Global Select Equity ETF
JGLO
+$1.41M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.33M

Top Sells

1
+$1.17M
2
+$785K
3
+$459K
4
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$323K
5
CMCSA icon
Comcast
CMCSA
+$321K

Sector Composition

1 Technology 20.27%
2 Financials 9.62%
3 Healthcare 9.56%
4 Consumer Discretionary 6.48%
5 Communication Services 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.31%
+1,851
77
$1.01M 0.31%
10,376
78
$944K 0.29%
+4,852
79
$922K 0.28%
+5,635
80
$904K 0.28%
+6,228
81
$893K 0.27%
+3,403
82
$877K 0.27%
+8,422
83
$875K 0.27%
+2,333
84
$874K 0.27%
+3,532
85
$851K 0.26%
+12,090
86
$844K 0.26%
+9,473
87
$839K 0.26%
12,743
-444
88
$830K 0.25%
+1,630
89
$820K 0.25%
15,486
+392
90
$799K 0.24%
+1,832
91
$789K 0.24%
41,302
+16,030
92
$783K 0.24%
+7,538
93
$772K 0.24%
10,410
+242
94
$757K 0.23%
+7,075
95
$753K 0.23%
+4,336
96
$719K 0.22%
+5,468
97
$717K 0.22%
+2,363
98
$704K 0.22%
+4,431
99
$688K 0.21%
18,030
+3,084
100
$637K 0.19%
22,767
+11,265
2 3
4
5 6