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
$291M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$1.46M
3
+$1.45M
4
XOM icon
Exxon Mobil
XOM
+$887K
5
C icon
Citigroup
C
+$845K

Top Sells

1
+$2.08M
2
+$1.64M
3
+$868K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$530K
5
VST icon
Vistra
VST
+$502K

Sector Composition

1 Technology 21.89%
2 Financials 9.18%
3 Healthcare 8.58%
4 Consumer Staples 5.85%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-12,532
77
– –
-11,713
78
– –
-21,186
1 2 3
4