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
126
$361K 0.13%
+1,713
127
$361K 0.13%
+7,548
128
$359K 0.13%
+2,284
129
$354K 0.13%
+803
130
$351K 0.13%
+6,340
131
$348K 0.13%
+5,798
132
$347K 0.13%
12,066
-27,604
133
$347K 0.13%
+8,346
134
$342K 0.13%
2,885
-11,963
135
$338K 0.12%
+2,750
136
$313K 0.12%
+4,094
137
$313K 0.12%
+6,010
138
$311K 0.11%
+498
139
$310K 0.11%
1,999
-18,236
140
$307K 0.11%
+597
141
$307K 0.11%
+3,012
142
$306K 0.11%
+1,539
143
$303K 0.11%
+8,198
144
$295K 0.11%
+4,375
145
$293K 0.11%
+551
146
$288K 0.11%
14,145
-19,537
147
$285K 0.1%
+3,575
148
$274K 0.1%
+8,462
149
$269K 0.1%
+399
150
$256K 0.09%
+1,427
3 4 5
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