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
$244M
AUM Growth
-$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$834K
3
+$763K
4
PHM icon
Pultegroup
PHM
+$631K
5
BMY icon
Bristol-Myers Squibb
BMY
+$556K

Top Sells

1
+$2.07M
2
+$2.02M
3
+$1.55M
4
TSLA icon
Tesla
TSLA
+$1.52M
5
NSC icon
Norfolk Southern
NSC
+$1.39M

Sector Composition

1 Technology 17.9%
2 Healthcare 10.26%
3 Financials 9.5%
4 Consumer Staples 6.58%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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