3IP

3Chopt Investment Partners Portfolio holdings

AUM $446M
1-Year Est. Return 24.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.79%
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
+$2.3M
2
+$1.55M
3
+$1.53M
4
XOM icon
Exxon Mobil
XOM
+$965K
5
C icon
Citigroup
C
+$809K

Top Sells

1
+$2.08M
2
+$1.64M
3
+$868K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$610K
5
VZ icon
Verizon
VZ
+$507K

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