3IP

3Chopt Investment Partners Portfolio holdings

AUM $437M
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$809K
3
+$596K
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$470K
5
LRCX icon
Lam Research
LRCX
+$344K

Top Sells

1
+$4.75M
2
+$1.7M
3
+$975K
4
NVR icon
NVR
NVR
+$859K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$727K

Sector Composition

1 Technology 23.05%
2 Financials 11.07%
3 Healthcare 7.36%
4 Communication Services 6.18%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$587K 0.13%
750
-36
127
$582K 0.13%
5,143
+807
128
$578K 0.13%
9,184
-2,228
129
$578K 0.13%
4,819
-724
130
$568K 0.13%
1,859
+3
131
$566K 0.13%
4,720
-20
132
$559K 0.13%
11,746
+546
133
$550K 0.13%
10,111
-109
134
$535K 0.12%
7,889
-926
135
$520K 0.12%
9,605
+66
136
$514K 0.12%
646
+6
137
$514K 0.12%
1,886
-119
138
$512K 0.12%
5,708
-2,236
139
$511K 0.12%
1,041
+61
140
$509K 0.12%
1,707
-77
141
$495K 0.11%
11,273
-1,414
142
$495K 0.11%
6,003
+93
143
$481K 0.11%
3,396
144
$474K 0.11%
9,877
+2
145
$472K 0.11%
7,154
+297
146
$469K 0.11%
762
-22
147
$465K 0.11%
955
+59
148
$460K 0.1%
673
-9
149
$444K 0.1%
1,809
+182
150
$444K 0.1%
1,042
-1
4 5
6
7 8