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
$200M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$1.64M
3
+$1.09M
4
BKNG icon
Booking.com
BKNG
+$983K
5
DBX icon
Dropbox
DBX
+$982K

Top Sells

1
+$1.95M
2
+$1.74M
3
+$1.32M
4
XOM icon
Exxon Mobil
XOM
+$1.15M
5
ACGL icon
Arch Capital
ACGL
+$708K

Sector Composition

1 Technology 17.01%
2 Financials 12.53%
3 Healthcare 12.17%
4 Consumer Staples 6.22%
5 Communication Services 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$379K 0.19%
5,606
102
$374K 0.19%
3,285
-353
103
$364K 0.18%
2,793
+229
104
$362K 0.18%
2,022
-79
105
$356K 0.18%
4,200
-566
106
$353K 0.18%
3,936
-410
107
$338K 0.17%
1,017
+161
108
$334K 0.17%
1,704
-182
109
$329K 0.16%
+1,455
110
$329K 0.16%
6,008
-1,517
111
$315K 0.16%
775
112
$313K 0.16%
4,375
113
$302K 0.15%
4,479
114
$299K 0.15%
2,557
-541
115
$296K 0.15%
429
-3
116
$274K 0.14%
4,340
117
$272K 0.14%
8,971
-3,787
118
$262K 0.13%
653
119
$261K 0.13%
3,518
120
$255K 0.13%
+7,478
121
$246K 0.12%
2,805
-118
122
$244K 0.12%
1,255
-266
123
$241K 0.12%
3,125
-500
124
$241K 0.12%
8,274
125
$227K 0.11%
7,706
-400
2 3 4
5
6