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
$416M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.49M
3
+$1.3M
4
CF icon
CF Industries
CF
+$1.01M
5
AAPL icon
Apple
AAPL
+$780K

Top Sells

1
+$2.19M
2
+$1.84M
3
+$1.67M
4
AES icon
AES
AES
+$1.13M
5
CRH icon
CRH
CRH
+$879K

Sector Composition

1 Technology 21.25%
2 Financials 11.53%
3 Healthcare 7.92%
4 Consumer Staples 6.2%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.31%
14,969
+104
77
$1.26M 0.3%
9,445
-370
78
$1.23M 0.3%
4,368
79
$1.21M 0.29%
5,175
-42
80
$1.2M 0.29%
16,899
-1,491
81
$1.14M 0.27%
2,273
+474
82
$1.11M 0.27%
2,175
-851
83
$1.07M 0.26%
5,829
+196
84
$1.04M 0.25%
11,550
-120
85
$1M 0.24%
10,069
-260
86
$1M 0.24%
2,159
+461
87
$985K 0.24%
2,545
+1,252
88
$973K 0.23%
14,016
+62
89
$964K 0.23%
9,882
-787
90
$934K 0.22%
4,498
-107
91
$882K 0.21%
12,460
+3,984
92
$881K 0.21%
7,076
-368
93
$870K 0.21%
3,187
+917
94
$863K 0.21%
2,929
+69
95
$859K 0.21%
7,075
96
$839K 0.2%
+3,049
97
$833K 0.2%
3,238
+49
98
$827K 0.2%
6,349
-18
99
$822K 0.2%
14,665
+2,977
100
$799K 0.19%
3,587
+351
2 3
4
5 6