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
$382M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.56M
3
+$2.44M
4
NSC icon
Norfolk Southern
NSC
+$2.35M
5
MSFT icon
Microsoft
MSFT
+$2.31M

Top Sells

1
+$903K
2
+$826K
3
+$467K
4
VZ icon
Verizon
VZ
+$399K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$383K

Sector Composition

1 Technology 19.04%
2 Financials 11.92%
3 Healthcare 9.45%
4 Consumer Staples 6.84%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$743K 0.19%
+2,433
102
$735K 0.19%
+5,544
103
$735K 0.19%
+7,444
104
$731K 0.19%
+2,156
105
$726K 0.19%
+3,538
106
$719K 0.19%
+2,181
107
$712K 0.19%
17,293
+5,660
108
$711K 0.19%
+2,860
109
$708K 0.19%
+4,592
110
$706K 0.19%
+3,641
111
$698K 0.18%
+4,030
112
$673K 0.18%
+2,884
113
$671K 0.18%
+22,696
114
$665K 0.17%
+3,236
115
$662K 0.17%
11,688
+1,365
116
$658K 0.17%
+8,811
117
$655K 0.17%
+4,564
118
$652K 0.17%
+800
119
$639K 0.17%
+3,189
120
$628K 0.16%
+5,156
121
$615K 0.16%
+2,087
122
$615K 0.16%
16,087
+2,280
123
$609K 0.16%
+2,270
124
$595K 0.16%
+11,032
125
$592K 0.16%
+1,896
3 4
5
6 7