3IP

3Chopt Investment Partners Portfolio holdings

AUM $440M
1-Year Est. Return 25.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$2.02M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1.01M
5
EXPD icon
Expeditors International
EXPD
+$970K

Top Sells

1
+$2.01M
2
+$1.87M
3
+$1.4M
4
POST icon
Post Holdings
POST
+$950K
5
KHC icon
Kraft Heinz
KHC
+$793K

Sector Composition

1 Technology 14.43%
2 Financials 14.26%
3 Healthcare 13.92%
4 Consumer Staples 8.42%
5 Industrials 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-1,976
177
– –
-100
178
– –
-800
179
– –
-4,980
180
– –
-1,432
181
– –
-1,143
182
– –
-1,000
183
– –
-300
184
– –
-2,070
185
– –
-2,000
186
– –
-381
187
– –
-866
188
– –
-275
189
– –
-500
190
– –
-329
191
– –
-995
192
– –
-1,245
193
– –
-2,591
194
– –
-113
195
– –
-821
196
– –
-350
197
– –
-1,379
198
– –
-75
199
– –
-132
200
– –
-2,164
6 7
8
9 10