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
$188M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$2.02M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1.01M
5
EXPD icon
Expeditors International
EXPD
+$970K

Top Sells

1
+$2.01M
2
+$1.87M
3
+$1.4M
4
POST icon
Post Holdings
POST
+$950K
5
KHC icon
Kraft Heinz
KHC
+$793K

Sector Composition

1 Technology 14.43%
2 Financials 14.26%
3 Healthcare 13.92%
4 Consumer Staples 8.42%
5 Industrials 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$408K 0.22%
2,101
+496
102
$407K 0.22%
1,822
+586
103
$396K 0.21%
5,606
-200
104
$394K 0.21%
1,960
+404
105
$384K 0.2%
1,329
+274
106
$373K 0.2%
4,766
-1,332
107
$373K 0.2%
789
+424
108
$370K 0.2%
1,886
+112
109
$321K 0.17%
775
110
$318K 0.17%
9,975
111
$315K 0.17%
7,090
-9,028
112
$306K 0.16%
3,098
+723
113
$304K 0.16%
4,375
114
$300K 0.16%
1,521
+1,316
115
$299K 0.16%
4,479
+172
116
$289K 0.15%
432
+31
117
$288K 0.15%
16,463
-27,088
118
$277K 0.15%
9,350
-63,103
119
$272K 0.15%
3,625
+500
120
$271K 0.14%
3,518
+128
121
$268K 0.14%
2,341
+1,196
122
$265K 0.14%
2,564
+2,027
123
$262K 0.14%
856
+408
124
$262K 0.14%
4,340
-90
125
$252K 0.13%
8,274
3 4
5
6 7