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
$416M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.49M
3
+$1.3M
4
CF icon
CF Industries
CF
+$1.01M
5
AAPL icon
Apple
AAPL
+$780K

Top Sells

1
+$2.19M
2
+$1.84M
3
+$1.67M
4
AES icon
AES
AES
+$1.13M
5
CRH icon
CRH
CRH
+$879K

Sector Composition

1 Technology 21.25%
2 Financials 11.53%
3 Healthcare 7.92%
4 Consumer Staples 6.2%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$567K 0.14%
8,815
-27,867
127
$566K 0.14%
2,005
-82
128
$561K 0.14%
3,986
-223
129
$549K 0.13%
12,687
+45
130
$537K 0.13%
682
+95
131
$535K 0.13%
1,789
-107
132
$533K 0.13%
9,499
+613
133
$523K 0.13%
980
+48
134
$515K 0.12%
575
-16
135
$514K 0.12%
9,772
+2,302
136
$511K 0.12%
+3,031
137
$509K 0.12%
5,543
-9,641
138
$506K 0.12%
1,622
-422
139
$484K 0.12%
9,875
-44
140
$482K 0.12%
11,200
-4,887
141
$477K 0.11%
1,636
+716
142
$472K 0.11%
896
-152
143
$472K 0.11%
9,539
+5,288
144
$466K 0.11%
1,856
+29
145
$461K 0.11%
5,910
+2,976
146
$460K 0.11%
6,182
+2,680
147
$457K 0.11%
5,614
-3,197
148
$456K 0.11%
1,784
+279
149
$454K 0.11%
7,800
150
$453K 0.11%
640
+35
4 5
6
7 8