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
$416M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.49M
3
+$1.3M
4
CF icon
CF Industries
CF
+$1.01M
5
AAPL icon
Apple
AAPL
+$780K

Top Sells

1
+$2.19M
2
+$1.84M
3
+$1.67M
4
AES icon
AES
AES
+$1.13M
5
CRH icon
CRH
CRH
+$879K

Sector Composition

1 Technology 21.25%
2 Financials 11.53%
3 Healthcare 7.92%
4 Consumer Staples 6.2%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$441K 0.11%
1,009
-74
152
$437K 0.11%
5,857
+568
153
$432K 0.1%
1,487
+710
154
$428K 0.1%
5,333
+168
155
$422K 0.1%
5,265
+1,956
156
$416K 0.1%
3,396
-74
157
$415K 0.1%
784
-1,649
158
$412K 0.1%
6,857
-4,175
159
$400K 0.1%
1,043
+88
160
$391K 0.09%
1,399
+130
161
$387K 0.09%
1,627
-404
162
$381K 0.09%
+4,336
163
$378K 0.09%
1,652
+84
164
$378K 0.09%
4,121
-539
165
$374K 0.09%
2,169
-150
166
$372K 0.09%
3,589
-28
167
$362K 0.09%
+2,216
168
$358K 0.09%
1,919
-10
169
$356K 0.09%
9,970
-17,443
170
$351K 0.08%
9,883
+663
171
$349K 0.08%
+1,187
172
$345K 0.08%
2,591
-182
173
$343K 0.08%
1,108
-159
174
$337K 0.08%
+1,044
175
$333K 0.08%
8,265
+359
5 6
7
8 9