3IP

3Chopt Investment Partners Portfolio holdings

AUM $437M
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$809K
3
+$596K
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$470K
5
LRCX icon
Lam Research
LRCX
+$344K

Top Sells

1
+$4.75M
2
+$1.7M
3
+$975K
4
NVR icon
NVR
NVR
+$859K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$727K

Sector Composition

1 Technology 23.05%
2 Financials 11.07%
3 Healthcare 7.36%
4 Communication Services 6.18%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$807K 0.18%
2,336
+714
102
$793K 0.18%
2,810
-119
103
$786K 0.18%
6,352
-76
104
$768K 0.17%
2,442
-607
105
$756K 0.17%
648
+23
106
$754K 0.17%
4,104
-394
107
$751K 0.17%
5,609
-43
108
$751K 0.17%
8,038
109
$740K 0.17%
5,121
-118
110
$735K 0.17%
3,583
-4
111
$733K 0.17%
2,916
+55
112
$733K 0.17%
3,689
+1
113
$729K 0.17%
5,805
-544
114
$721K 0.16%
3,799
-54
115
$690K 0.16%
7,590
+1,408
116
$682K 0.16%
9,592
+937
117
$665K 0.15%
698
-38
118
$664K 0.15%
14,520
-2,877
119
$627K 0.14%
3,946
-40
120
$620K 0.14%
1,790
-315
121
$617K 0.14%
2,886
-145
122
$612K 0.14%
5,150
-54
123
$605K 0.14%
4,776
-150
124
$598K 0.14%
1,755
+119
125
$593K 0.14%
6,261
3 4
5
6 7