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
$188M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$2.02M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1.01M
5
EXPD icon
Expeditors International
EXPD
+$970K

Top Sells

1
+$2.01M
2
+$1.87M
3
+$1.4M
4
POST icon
Post Holdings
POST
+$950K
5
KHC icon
Kraft Heinz
KHC
+$793K

Sector Composition

1 Technology 14.43%
2 Financials 14.26%
3 Healthcare 13.92%
4 Consumer Staples 8.42%
5 Industrials 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$247K 0.13%
1,805
-394
127
$236K 0.13%
5,871
-4,709
128
$236K 0.13%
2,109
-200
129
$225K 0.12%
+653
130
$223K 0.12%
2,923
+1,165
131
$222K 0.12%
1,139
+224
132
$222K 0.12%
7,939
133
$221K 0.12%
+14,292
134
$219K 0.12%
380
135
$219K 0.12%
8,106
+672
136
$214K 0.11%
1,026
+881
137
$205K 0.11%
2,951
138
$205K 0.11%
1,331
139
– –
-1,601
140
– –
-3,734
141
– –
-2,000
142
– –
-516
143
– –
-598
144
– –
-300
145
– –
-3,614
146
– –
-1,500
147
– –
-377
148
– –
-758
149
– –
-1,954
150
– –
-1,000
4 5
6
7 8