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
$382M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.56M
3
+$2.44M
4
NSC icon
Norfolk Southern
NSC
+$2.35M
5
MSFT icon
Microsoft
MSFT
+$2.31M

Top Sells

1
+$903K
2
+$826K
3
+$467K
4
VZ icon
Verizon
VZ
+$399K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$383K

Sector Composition

1 Technology 19.04%
2 Financials 11.92%
3 Healthcare 9.45%
4 Consumer Staples 6.84%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.23M 0.32%
+2,196
77
$1.23M 0.32%
+5,275
78
$1.22M 0.32%
23,918
+481
79
$1.13M 0.3%
+91,309
80
$1.13M 0.3%
+4,368
81
$1.11M 0.29%
+11,670
82
$1.1M 0.29%
+5,217
83
$1.1M 0.29%
14,865
+212
84
$1.07M 0.28%
+2,044
85
$1.04M 0.27%
9,921
-770
86
$1.01M 0.27%
27,413
-2,347
87
$1.01M 0.26%
10,329
88
$989K 0.26%
+13,954
89
$982K 0.26%
13,834
+1,830
90
$921K 0.24%
+1,799
91
$914K 0.24%
+6,367
92
$850K 0.22%
+7,301
93
$828K 0.22%
+4,605
94
$823K 0.22%
+833
95
$817K 0.21%
+5,633
96
$816K 0.21%
+6,694
97
$784K 0.21%
+11,482
98
$779K 0.2%
+7,075
99
$778K 0.2%
10,669
+377
100
$759K 0.2%
+1,698
2 3
4
5 6