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
$183M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.41M
3
+$5.23M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$5.2M
5
AAPL icon
Apple
AAPL
+$4.93M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.55%
2 Healthcare 14.94%
3 Technology 11.02%
4 Consumer Staples 8.49%
5 Energy 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$72.9K 0.04%
+800
177
$71.3K 0.04%
+758
178
$70.5K 0.04%
+225
179
$66.5K 0.04%
+300
180
$66.2K 0.04%
+348
181
$65K 0.04%
+300
182
$64.7K 0.04%
+2,026
183
$62.1K 0.03%
+2,070
184
$61.8K 0.03%
+700
185
$60K 0.03%
+598
186
$58.5K 0.03%
+995
187
$57.8K 0.03%
+1,194
188
$56.4K 0.03%
+500
189
$54.2K 0.03%
+4,400
190
$53K 0.03%
+1,000
191
$52.8K 0.03%
+1,000
192
$52.6K 0.03%
+1,102
193
$51.7K 0.03%
+734
194
$51.1K 0.03%
+350
195
$45.1K 0.02%
+537
196
$43.6K 0.02%
+329
197
$43.5K 0.02%
+2,256
198
$43.4K 0.02%
+3,734
199
$43K 0.02%
+516
200
$41.7K 0.02%
+55
6 7
8
9 10