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
$272M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.62M
3
+$2.57M
4
BKNG icon
Booking.com
BKNG
+$2.42M
5
AAPL icon
Apple
AAPL
+$2.33M

Top Sells

1
+$2.82M
2
+$1.42M
3
+$858K
4
PFE icon
Pfizer
PFE
+$795K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$783K

Sector Composition

1 Technology 16.77%
2 Financials 9.69%
3 Healthcare 9.52%
4 Consumer Discretionary 7.25%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$533K 0.2%
+4,843
102
$526K 0.19%
+599
103
$508K 0.19%
+4,521
104
$501K 0.18%
+6,342
105
$498K 0.18%
+5,183
106
$477K 0.18%
+5,997
107
$468K 0.17%
+3,108
108
$467K 0.17%
+2,017
109
$463K 0.17%
+5,755
110
$453K 0.17%
+2,658
111
$452K 0.17%
+3,793
112
$444K 0.16%
+4,902
113
$435K 0.16%
+4,639
114
$427K 0.16%
+4,999
115
$422K 0.16%
+520
116
$420K 0.15%
+1,106
117
$409K 0.15%
+4,210
118
$400K 0.15%
10,348
-328
119
$396K 0.15%
+8,650
120
$393K 0.14%
+1,426
121
$386K 0.14%
+3,347
122
$381K 0.14%
+6,462
123
$376K 0.14%
+937
124
$371K 0.14%
+6,821
125
$363K 0.13%
+2,492
3 4
5
6 7