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
$382M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.56M
3
+$2.44M
4
NSC icon
Norfolk Southern
NSC
+$2.35M
5
MSFT icon
Microsoft
MSFT
+$2.31M

Top Sells

1
+$903K
2
+$826K
3
+$467K
4
VZ icon
Verizon
VZ
+$399K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$383K

Sector Composition

1 Technology 19.04%
2 Financials 11.92%
3 Healthcare 9.45%
4 Consumer Staples 6.84%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$393K 0.1%
+8,732
152
$389K 0.1%
+1,267
153
$386K 0.1%
+2,746
154
$385K 0.1%
+101
155
$382K 0.1%
+1,827
156
$373K 0.1%
+5,165
157
$373K 0.1%
+1,505
158
$365K 0.1%
+1,083
159
$363K 0.1%
+1,568
160
$360K 0.09%
+587
161
$350K 0.09%
+4,027
162
$342K 0.09%
+7,470
163
$340K 0.09%
+9,919
164
$339K 0.09%
+1,929
165
$339K 0.09%
+2,928
166
$333K 0.09%
+5,289
167
$331K 0.09%
+605
168
$330K 0.09%
+955
169
$318K 0.08%
+732
170
$317K 0.08%
+7,906
171
$316K 0.08%
+3,470
172
$313K 0.08%
+1,324
173
$304K 0.08%
+2,773
174
$303K 0.08%
+1,397
175
$296K 0.08%
+636
5 6
7
8 9