3IP

3Chopt Investment Partners Portfolio holdings

AUM $440M
1-Year Est. Return 25.17%
This Quarter Est. Return
1 Year Est. Return
+25.17%
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
+$2.13M
2
+$1.63M
3
+$1.42M
4
JGLO icon
JPMorgan Global Select Equity ETF
JGLO
+$1.41M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.33M

Top Sells

1
+$1.17M
2
+$785K
3
+$459K
4
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$323K
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