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
$328M
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.63M
3
+$1.42M
4
JGLO icon
JPMorgan Global Select Equity ETF
JGLO
+$1.41M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.33M

Top Sells

1
+$1.17M
2
+$785K
3
+$459K
4
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$323K
5
CMCSA icon
Comcast
CMCSA
+$321K

Sector Composition

1 Technology 20.27%
2 Financials 9.62%
3 Healthcare 9.56%
4 Consumer Discretionary 6.48%
5 Communication Services 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$628K 0.19%
+2,941
102
$628K 0.19%
+2,463
103
$610K 0.19%
+9,732
104
$595K 0.18%
+2,700
105
$583K 0.18%
+771
106
$581K 0.18%
+2,209
107
$580K 0.18%
+2,249
108
$565K 0.17%
+538
109
$558K 0.17%
+5,064
110
$555K 0.17%
+3,172
111
$548K 0.17%
+2,190
112
$544K 0.17%
+10,148
113
$540K 0.16%
+2,943
114
$538K 0.16%
+6,490
115
$529K 0.16%
+3,839
116
$522K 0.16%
+4,895
117
$510K 0.16%
+7,956
118
$509K 0.16%
+5,124
119
$486K 0.15%
+8,993
120
$483K 0.15%
+3,489
121
$483K 0.15%
+5,624
122
$476K 0.15%
+3,641
123
$465K 0.14%
+590
124
$459K 0.14%
+7,333
125
$454K 0.14%
+1,765
3 4
5
6 7