3IP

3Chopt Investment Partners Portfolio holdings

AUM $446M
1-Year Est. Return 24.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1 +$2.09M
2 +$2.07M
3 +$1.16M
4
EXPD icon
Expeditors International
EXPD
+$956K
5
AAPL icon
Apple
AAPL
+$907K

Top Sells

1 +$2.01M
2 +$1.86M
3 +$1.39M
4
POST icon
Post Holdings
POST
+$962K
5
BAC icon
Bank of America
BAC
+$865K

Sector Composition

1 Technology 14.43%
2 Financials 14.26%
3 Healthcare 13.92%
4 Consumer Staples 8.42%
5 Industrials 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
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