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
151
$320K 0.1%
+2,148
152
$320K 0.1%
+2,536
153
$316K 0.1%
+4,065
154
$315K 0.1%
+2,928
155
$314K 0.1%
+1,082
156
$297K 0.09%
+3,828
157
$293K 0.09%
+3,949
158
$290K 0.09%
+1,862
159
$289K 0.09%
+869
160
$283K 0.09%
+2,907
161
$282K 0.09%
+6,777
162
$281K 0.09%
+2,401
163
$280K 0.09%
+516
164
$275K 0.08%
+856
165
$267K 0.08%
+990
166
$253K 0.08%
+823
167
$252K 0.08%
+558
168
$243K 0.07%
+3,540
169
$237K 0.07%
+3,510
170
$233K 0.07%
+7,412
171
$226K 0.07%
+4,094
172
$226K 0.07%
+471
173
$226K 0.07%
+7,839
174
$222K 0.07%
+1,479
175
$220K 0.07%
+391
4 5 6
7
8