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
126
$450K 0.14%
+4,493
127
$447K 0.14%
+5,933
128
$446K 0.14%
+525
129
$441K 0.13%
+3,189
130
$424K 0.13%
+8,435
131
$414K 0.13%
+2,750
132
$414K 0.13%
+1,812
133
$406K 0.12%
+6,391
134
$401K 0.12%
+725
135
$401K 0.12%
+1,784
136
$400K 0.12%
+4,127
137
$397K 0.12%
+3,349
138
$395K 0.12%
+2,286
139
$394K 0.12%
+5,566
140
$381K 0.12%
+462
141
$377K 0.12%
10,204
+91
142
$363K 0.11%
+2,649
143
$362K 0.11%
+812
144
$362K 0.11%
+122
145
$360K 0.11%
+6,347
146
$360K 0.11%
+842
147
$348K 0.11%
+529
148
$332K 0.1%
+1,558
149
$331K 0.1%
+3,393
150
$331K 0.1%
+8,525
4 5
6
7 8