3IP

3Chopt Investment Partners Portfolio holdings

AUM $446M
1-Year Est. Return 24.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.79%
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
+$2.02M
2
+$1.57M
3
+$1.35M
4
NSC icon
Norfolk Southern
NSC
+$1.33M
5
MA icon
Mastercard
MA
+$1.32M

Top Sells

1
+$1.03M
2
+$685K
3
+$447K
4
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$326K
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